We specialize in investment management, financial planning and small business consulting. We maintain strategic alliances with other CPAs, insurance agents, attorneys and other professionals and are happy to coordinate their work if needed. Our consulting services are more oriented to working directly with the business owner in developing his/her strategic plan for growth, succession planning or assisting with an exit strategy.

Wealth Management

Wealth management is about more than growing your assets—it’s about aligning your financial life with your values, ambitions, and legacy.

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals.

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes.

Tax Planning

Our Tax Planning philosophy is not centered around tax avoidance, but rather on helping you structure your finances.

Small Business Planning

Whether you're launching a new venture, expanding your operations, or planning a smooth succession, small business planning helps turn entrepreneurial hustle into long-term success.

Small Business Retirement Plans

The creation of the Simplified Employee Pension (SEP) and the Savings Incentive Match Plan for Employees (SIMPLE) affords smaller businesses with a way to offer their employees a retirement plan.