A FOCUS ON ADVISING MEDICAL PROFESSIONALS
Wealth management consulting and financial planning
Our team focuses on advising medical professionals, individuals, business executives and incorporated small business owners to invest with peace of mind through a wealth management process that includes investment consulting, advanced planning and relationship management.
Our team members all hold the prestigious Certified Financial Planner (CFP) designation along with other financial and estate planning credentials. To streamline your wealth and simplify your life, we will communicate directly with your professional advisors, such as your accountant and lawyer. If you do not already have these advisors, we will be happy to share our professional relationships with proven accountants, lawyers, tax specialists, business evaluators and estate planning experts.