With our clients’ permission, we work closely with their other professional advisors – estate planning and legal counsel; tax and accounting specialists; insurance representatives; and healthcare providers. Drawing upon the expertise and experience of these individuals, and sharing ours, fosters the development and implementation of creative and effective solutions and strategies to complex financial problems.

We are also pleased to provide clients with a select list of professional service providers for their consideration and; if requested, we will assist them in the interview and selection process.