Helping Professionals Manage The Rewards of successful careers

The working professionals we serve include highly compensated physicians and attorneys who often own their own practice or equity in a partnership. Many are already well established in their careers and are anticipating and preparing for their eventual retirement. In addition to traditional retirement planning, they also require a well-designed exit strategy or succession plan. As with any high net worth individuals, there are often financial complexities that must also be addressed.

Our clients see the value in working with an experienced financial advisor who can help manage and preserve their wealth and coordinate the myriad details it involves. It then affords them more time to devote to their practice and profession, and to their leisure-time pursuits such as traveling, fulfilling philanthropic interests, and spending time with their family.

We understand the challenges that must be addressed, such as protecting assets from liability, protecting you from disability risks, and mitigating taxes. Our knowledge of tax-advantaged investments and the tax impact of specific transactions can potentially help you keep more of what you’ve earned. We can evaluate your current insurance policies and determine that ownership has been properly established.

By collaborating with your other qualified advisors, we can create family limited partnerships or asset-protection trusts, secure umbrella insurance coverage, and implement an irrevocable life insurance trust and transfer ownership of the policies to the trust, effectively saving your family undue exposure to estate taxation.

From this present day forward, to the day you retire, and beyond, you can count on us to work hard on your behalf.

Services Include

  • Portfolio management
  • Asset allocation
  • Retirement income planning
  • Cash flow analysis
  • Risk management
  • Tax strategies Insurance planning
  • Succession planning
  • Legacy planning
  • Generational wealth transfer
  • Charitable giving strategies
  • Account aggregation