Our company is a full-service organization skilled in private wealth management for high net worth and mass affluent individuals and businesses. As an independent firm we have access and resources that span the industry of investment management firms and insurance companies. This global network is augmented by local and national accounting and law firms. Additionally, we work with financial life coaches, psychologists, property and casualty companies, lending institutions and trust service institutions. We offer a comprehensive suite of services to address all of your financial needs. Our unique proposition is independence plus personal customization, plus life centered planning for each and every individual. As certified private wealth managers, we not only facilitate investment consulting, we expand wealth, protect wealth, strategize transfer of wealth and charitable giving for surplus and tax aware management. We are unique in that we truly put the client first when it comes to their life transitions. We do not sell a singular product or product line. We begin with a detailed discovery process that is followed by a base plan with several scenario considerations. This may be in retirement, corporate executive benefits, individual business advice and more. Our counseling never ends. It is an organic process that is disciplined and adaptable to many of life’s events. The world is complex which makes our value even greater to be able to have a source that has been steady and successful through many economic and market interruptions.