About us

Personal Finance & Insurance

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We partner with you to make sure your assets work as hard as you do and to ensure they go the distance with you. We offer full service insurance and financial planning services.

A Holistic Approach

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Not all financial advisors are alike. Too many of them are focused on a transaction. You don't need an insurance policy, you need comprehensive insurance planning.

Employee Benefits Consulting

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Our consultative approach to employee benefits management makes it possible for you to optimize employee health and financial wellness while improving your bottom line.

Executives, High Net Worth

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Our Asset and Tax Strategies focus on the unique needs and opportunities of High Net Worth and High-Income Earners. Increase wealth while optimizing tax benefits available to you.

Award Winning Investment Platform

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Our investment platform allows you and us to select from among the world's top wealth management firms.

Experience Matters

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When it comes to your financial well-being, we bring our "A" game, so you have the confidence of knowing that you've planned for the future.

Our Fee-Based Approach

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We receive no commissions from broker/dealers on investment management services. We are paid a modest asset management fee by our clients. This means "the client is our boss!"

Unique Experience

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We don't have cookie-cutter products to sell. Each client deserves a customized financial solution tailored to their unique needs.