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Our core focus is the client and we have the client, and only the client, in mind. Our process is to get to know and understand your needs, wants, and long-term goals. We will assist in helping you develop, implement, and monitor a strategy that is uniquely designed to address your specific situation.

Having families ourselves, we understand the numerous personal financial challenges that can become daunting to approach. We will assist you in navigating through these situations, from managing debt, saving for college or ensuring your retirement needs are met, we will be there for you. We commit to utilizing all of our resources to attain the goals of you and your family to leave a legacy for years to come. 

Our unique process allows us as advisors to think "out of the box." We challenge conventional wisdom in our approach to investing and preserving wealth that provide more options for you as a client.


The Family Legacy Pyramid illustrates the pivotal building blocks to establishing your family's unique legacy plan.

Our initial focus is to ensure the foundation for your spouse and you is financially secure and that any potential risks have been addressed and minimized. We then focus on the many different facets to make certain that the rest of your family is taken care of and "O.K."

As your goals vary, so do our respective strategies. If charitable giving is part of your plan - we'll provide you with direction and expertise to attain this goal. 


In establishing our core focus, we have specialized in business owners, lawyers, physicians and professional athletes. There are numerous challenges that come with each of those professions and we have the experience to design a plan to help you secure your financial future. We look at every facet of your financial situation to provide you with a myriad of choices to preserve your wealth.

Business Owners

Business Owners

Having your own business, you are confronted with countless decisions to make each and every day. As business owners ourselves, we understand these challenges first-hand. From obtaining new clients, to making decisions on how to grow, to making sure every facet of your company runs smoothly, we get it.

To balance some of the business risks to which you are exposed, we may suggest directing a small portion of assets toward an investment plan. Neutralizing some of the risks associated with your business utilizing a myriad of techniques, we'll construct a plan that is regularly reviewed and adjusted with ever-changing market and personal conditions.



If you’re like many of the attorneys we work with, you’re not only accumulating wealth, but also making contributions to your corporate 401(k) plan. However, your income could be at risk when a portion of your compensation is deferred into plans sponsored by your law firm. Even at well-established firms, the managing partners are concerned about how underfunded these partner plans are and how reluctant younger partners are to make sacrifices to support the plan.

Working together we can construct a diversified wealth creation program customized to your meeting your long- and short-term goals. 

We know how busy you are taking care of your clients, why not have someone take care of you and your financial security?



We all know the risks and consequences that come from being a physician. The long hours, regulations, and responsibility for people's well-being creates an atmosphere for minimal error with maximum stress. What if you were able to shift your financial security to professionals who respect and understand the human, professional, and financial challenges you face regularly?

Let us create a plan to help preserve your wealth and safeguard your family and you from the unique set of challenges you face. We'll start by eliminating the "spend now and save later" strategy that characterizes your profession. We'll construct a financial plan that can help preserve and grow your wealth that you spent years to achieve.

Professional Athletes

Professional Athletes

Unfortunately, the stories are far too common of athletes going bankrupt - between unethical business managers skimming off the top, career-ending injuries, and unpredictable contract negotiations, riches-to-rags situations can easily occur. Additionally, while other professions have a long period to accumulate wealth, you only have a small window to earn enough income to support you for the remainder of your life. 

We want to see the players we root for succeed in their personal lives, not just their sport.To keep you from becoming one of the casualties of professional sports partner with us, an experienced team of advisors who understands your unique situation and will work with you to secure your financial future.