In an effort to offer our clients comprehensive wealth management, we consult and collaborate with attorneys and CPAs. We value their expertise, and welcome the opportunity to work together in serving our mutual clients.
For example, you may be an attorney who has developed an estate plan for a client who could benefit from a restructuring of his investment portfolio. Or you may be an accountant whose client could benefit from a business succession plan.
Whatever the case, our financial planning and investment management experience can complement your expertise. We would welcome the opportunity to show you how our approach and processes distinguish us amongst our peers.
Resources for the professional community
