Investment and wealth management advisory firm specializing in a client-centered approach that includes devising and implementing customized plans for each relationship. Areas of expertise: Open-architecture, independent, cost-sensitive and multi-custodian platforms that support investment advisory solutions whether working with business owners, high-net-worth individuals or retirees seeking to engage with a fee-only fiduciary committed to acting in each client’s best interest. Our value-driven approach is predicated on a 360-degree perspective on each client and/or engagement. AREAS OF EXPERTISE: ◉ Wealth Management ◉ Succession Planning ◉ Eldercare Planning ◉ Investment Advisory Services ◉ Retirement Planning ◉ Retirement Accounts ◉ 401(k) | SEP ◉ Estate Planning ◉ Buy-Sell Agreements ◉ Corporate Stock Options ◉ Effective Tax Strategies ◉ Business Planning