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Our Clients

Aerial view of Lower Manhattan at sunset. New York. USA

We build wholistic financial plans that align with our clients’ unique vision, values, and goals. Additionally and concurrently, we specialize in the design and packaging of large life insurance portfolios to facilitate wealth transfer. In some cases, we work with the Sophisticated Planning Strategies team in the Home Office of Northwestern Mutual, a dedicated team of experts from across the company providing in-depth case consultation and plan design that is tailored to the client's unique situation. We work with Legal, Tax, and Accounting as well as Fee Only Advisory professionals to help families achieve their goals.

We also partner with other advisors across the United States who value our integrated approach to comprehensive financial planning and investment management and have chosen to trust their best clients with our firm.


You are adept and successful at dealing with layers of complex matters. Your success has been rewarding, but you recognize that there are challenges to consider with respect to maintaining and growing your personal wealth. Through asset appreciation, cash compensation, pensions, and equity incentive options, you will continue to create significant wealth for you and your family. However, developing strategies to preserve and protect this wealth requires experience and expertise in this rapidly growing field. In our many years of working with some of the world’s largest firms and high net worth individuals, we have developed this necessary expertise, and constantly seek to remain current in the latest financial planning solutions. We spend time analyzing these areas, so you don’t need to.

You have exhausted much of your working life creating your successful business and enjoyed the significant wealth associated with it. Our role is to help you maintain and grow this wealth for generations to come. While you may feel secure today, you may also feel uncertain about the future. We help you minimize your future risks by addressing the important issues you will face going forward, such as: business continuing planning; estate planning; and legacy planning.

Living a meaningful and rewarding retirement requires considerable thought, vision, and execution. We spend years with clients prior to retirement, fine tuning the various risks and opportunities that exist. After helping you visualize your ideal retirement, we will implement an income distribution plan, long-term care plan, and estate plan to help ensure you realize your dream scenario.