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Who We Serve

For over 50 years we have assisted high net worth individuals, corporate executives and business owners plan for and manage their financial health and future.

Whether it is estate planning, charitable giving, strategies for managing compensation or succession planning (among others), our wealth planners are fluent in the opportunities and options available to you and your family, and can help develop a plan to meet your unique needs and objectives.

Our expertise and “Serve First” philosophy– which focuses on your needs and objectives first, last and always – ensures concierge-level service throughout the life of our relationship. This personal attention is one of the primary reasons that many of our clients become partners for life.