Our partners and our team WORK WITH YOU
Because there is more to our comprehensive wealth management approach than just investments, we work with a broad spectrum of professionals in conjunction with you. The network we have built and the relationships we have cultivated over many years includes tax professionals, estate attorneys, corporate councils, money managers, commercial and private bankers, property managers, real estate agents and insurance agents. Whatever your need, we have the knowledgeable contacts in place to help you. It’s how we coordinate all aspects of your life.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.