The Good people we call our clients

Our clients represent a wide range of ages and occupations, from corporate executives to business owners and professionals to multigenerational families and, of course, retirees.

They all come to us with a purpose. We can hear the passion in their voices when they talk about the goals they have and their reasons for working so hard. Things like paying for their children’s college educations, taking the family on vacations, spending more time with their grandkids, buying a second home and spending winters in a warmer climate motivate our clients.

Our job is to help them carefully preserve their wealth and have it for the purposes intended. While they are often surprised by their own degree of wealth, they are often apprehensive about the complexities of one day passing their wealth to their children. We help them prepare for this important transition not only in a tax-efficient way, but also so that their heirs understand the responsibilities of being good stewards of family wealth.

We consider our clients to be part of our extended family, and we truly care about them. They understand that, and, as a result, we are often their first point of contact whenever they need advice on any financial matter that’s on their mind.

Our clients include:

We also serve nonprofits, foundations and endowments.