Our Team

 Complete wealth management extends beyond investments to encompass a range of other topics  affecting your financial life. Questions arise about taxes, specialized insurance needs, and the ins and outs of estate planning. We recognize the benefit of calling in experts to focus on these and other issues that affect your financial life, and work closely with a team of professionals in other disciplines to ensure you receive seamless delivery of these services. Our alliances include Estate Attorneys, CPAs, and Tax Professionals, as well as Insurance specialists. We act as a liaison overseeing the coordination of services so that nothing gets missed and so that your life can be simplified by having a single point of contact. If you already have existing relationships in place, we can work smoothly with those professionals as well.

We operate as a team in all areas. That doesn’t mean that we will all be present at every meeting, but it does mean that we will all be involved in serving you. You’ll have the benefit of our combined wisdom and experience, and if you call in, any one of us will be able to pick up the conversation with you wherever we left off.