Attorneys
We specialize in working with attorneys in all stages of their careers. From corporate law, in house to government attorneys, we work to cater to your specific career path and situation.
Whether you are looking for strategies to pay down debt, save for retirement, mitigate taxes or protect your income and family with insurance, we can be a valuable resource.
Physicians and Dentists
From residents to experienced surgeons, we work with you to get to where you want to go. We understand your career path, struggles, and opportunities that you face along that road from a resident to retirement.
We can provide guidance on strategies to pay down debt, save for retirement, protect your income and family with insurance, or start your own practice.
Public Figures
As a celebrity, athlete, politician or social media personality, you have spent hours upon hours, mastering your craft and it has created a rewarding yet complex financial picture. We can help you protect what is most important to you and optimize your balance sheet.
Closely Held Businesses
Your business is your pride and joy. You have likely spent countless hours and years following your passion to take your business where it is today. We want to help you take advantage of that hard work. Whether you are worried about attracting and keeping talent, paying less in taxes, or developing your ideal exit strategy, it is never too early for us to have a conversation.
Professionals
We specialize in working with professionals in Consulting, Cybersecurity, Sales and Marketing. We are here to help you make sense of your stock purchase plan, mitigate taxes, plan for life events and protect your most valuable asset, your earnings potential. Have a conversation with us to talk about financial strategies and find out how we can help you.
Are Alternative Investments Right for You?
Long-Term-Care Needs
