We focus on what keeps you up at night. Do you have enough assets to maintain your lifestyle? What will be your cash flow in retirement?
Like many first-generation wealth creators—entrepreneurs, C-suite executives and partners in law and accounting firms—you may be very “time poor”. Not only does our highly organized boutique approach foster efficiency, it allows us to take the time to personally meet with portfolio managers and even put our feet on the ground to inspect investments in real estate and other material assets.
With the average age of our team in their mid-40’s, we are perfectly positioned to help your hard-won wealth pass smoothly to succeeding generations, too.
