We are extremely grateful for the 200+ clients relationships we have with individual investors, families, businesses and institutions. While our clients all have unique goals and financial circumstances, the majority of our clients are more concerned with prudently growing their portfolios (as opposed to latching on to the latest investment fad).
Our practice is particularly well suited to serve:
- Business owners, executives & professionals who require a structured approach to accumulating and growing their savings;
- Retirees who require tax efficient strategies to both: convert their assets into an income stream and maximize their estate for the next generation;
- Divorcees and widows who require an independent and trusted advisor to help them navigate through the complexities of managing their finances;
- Real estate investors who require investment and tax-minimization solutions to complement their existing portfolios;