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Who We Are


With a firm of nearly 70 advisers and wealth strategists, we have a tremendous amount of experience in:

  • Working with professionals in various industries in need of advanced planning strategies including dentists, physicians, pharmacists, attorneys, chiropractors, optometrists/ophthalmologists, real estate professionals, local corporations, and small business owners, to name a few.
  • Providing advanced family planning strategies for same-sex marriages and the LGBTQ+ community, which have their own unique planning challenges.
  • Providing strategies and empowering individuals to make difficult, financial decisions as they consider, or are going through, the divorce process.
  • Assisting families with special needs children, identifying financial goals and objectives, and then providing them with tailored strategies.

All of these unique planning challenges demand experienced, competent planning.  To learn more, please click on the planning team that best fits your unique needs. If you don't see what you're looking for, please connect with us.

Connect with Us

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