We are a full-service, high-net-worth wealth manager. We create comprehensive wealth strategies covering: • Investments • Retirement Planning • Trusts & Estates, Insurance and Asset Protection • Philanthropy and Non-Profits • Cash, Credit and Lending Solutions We provide the intellectual capital and resources needed to offer a strategic approach to your investment objectives. We leverage independent fundamental research from more than 70 senior analysts covering more than 1,000 companies in select industry sectors. We provide efficient trading and access to stocks and ETFs; more than 12,000 mutual funds from more than 250 families; fixed income inventory from hundreds of dealers; and over 200 alternative investment opportunities, including: real estate and private equity. Additionally, we provide access to approximately 100 experienced institutional money managers in separately managed accounts.. With advanced experience and knowledge in retirement plan design and implementation, we provide turnkey solutions to individuals and business owners looking to establish or modify an existing plan. Vehicles include IRAs, Defined Benefit Plans/Pension Plans, 401k/403b, and Profit Sharing Plans. In concert with our in-house attorney, we draw on our long-standing relationships with experienced, top-tier accounting and legal firms, insurance brokers and professional trustee service providers. We can also partner with existing experts whom you have come to know and trust. We devise advanced solutions to help benefit your charities more sustainably than through a direct donation, while minimizing income and estate taxes, and potentially supplementing your retirement income. Vehicles include private foundations, donor-advised funds, and various types of charitable trusts. We arrange: lines of credit collateralized by eligible securities, margin lending, cash management tools and cash sweep options.