PROFESSIONALS AND EXECUTIVES

We work with CPAs and tax professionals to provide sophisticated wealth management and financial planning solutions centered on retirement planning, investment management and practice succession planning.

Attorneys have complex business and wealth needs that extend beyond the traditional wealth management relationship. We address these needs by providing access to custom wealth and asset management solutions developed in collaboration with our clients. 

 Wealth management for physicians requires careful planning, specialized knowledge and strategies that align with their career trajectory and financial aspirations.  We work with our clients to develop custom wealth plans to address these unique finanical challenges. 

We work with investment bankers, private equity professionals and asset managers in providing sophisticated discretionary investment management strategies that meet their firms' compliance requirements, while aligning with their risk tolerance and long term goals. 

We provide custom wealth management solutions for corporate executives that take into consideration their unique compensation structures, career transitions and long term financial goals.  

We provide custom wealth management solutions for real estate agents and brokers that take into consideration their unique wealth challenges, which may include irregular income and fluctuating earnings.