Our Clientele

 

Depending on your needs, our services may include:

Asset management	Charitable gifting strategies including donor-advised charitable funds	Estate planning strategies to reduce inter-generational taxes
Investment portfolio design & implementation	Investment strategy and review	Portfolio management
Pledged asset lines of credit	Proactive and year-end tax review	Real estate investment advice
Retirement income planning	Risk management review	Tax deduction maximization
Tax loss harvesting	Tax-advantaged college planning strategies	Tax-efficient investment selection

 

 

We offer the following services to address your specialized planning needs:

Asset management and protection	Buy/sell agreements	Executive benefits
Exit/succession  planning	Formation of business entities	Long-range planning
	Real estate investment advice

 

 

Executive stock option strategies	IRA distribution planning	Profit-sharing/deferred compensation advice
Planning for Restricted Stock	Pension and  401k Rollovers