Wherever you are in lifewe’re here for you

Life doesn’t stand still and neither do you. Your family, career and business are continuously growing, evolving and changing. Planning is key and preparation is vital, for every stage of life has its own set of needs, priorities and financial ramifications.

It’s why having a team with a multigenerational perspective is so important. Our team benefits from the perspective of Ira Bauman, which spans nearly four decades. And this notable experience has passed down to his son, Harrison.

We are well-versed in the delicate balancing act of addressing short-term needs such as buying a home or raising a family while pursuing long-term goals such as saving for retirement. We understand the key shift from wealth building to wealth distribution that take places as you approach and enter retirement. We know the extreme importance of transferring the family estate to the next generation in the most efficient manner.

Being here for you also means collaborating with the other important advisors in your life, such as your accountant, estate attorney and insurance professional. To help you see the big picture and help ensure that you remain on track, we sit down with you as needed and review all the components of your financial life to make sure they are in order, in place and cohesively working together.