We use a comprehensive process to help our clients address each of their five key concerns: making smart decisions about their money, mitigating their taxes, taking care of their heirs, making sure their assets are not unjustly taken and magnifying their charitable gifts. We work with a network of professional advisors to help our clients maximize the probability of achieving everything that is most important to them.

I’d be happy to meet with you for what we call our Discovery Meeting. We’ll look at where you are and where you’d like to be and identify any gaps. We only take on a limited number of clients for whom we can have a significant impact, but if we’re the right team for you, we’ll let you know. If we’re not, we’ll refer you to someone else who can take great care of you. It takes about 90 minutes.

Schedule your Discovery Meeting here