Who We Serve

Our clients are genuine, hardworking people who appreciate having a trusted guide to help lead them toward greater financial wellness. We’re by their side to offer tailored solutions, and we become a lifelong partner, giving them the support they need to live their best lives.

We often work with:

  • Healthcare Workers

  • Affluent individuals

  • Entrepreneurs

  • High-net-worth
    philanthropists and donors

  • Businesses and


  • Trusts — Not Just for Estate Taxes

    In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.

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