Who We Serve

We are here to help.

Here is a list of some of the families we serve.

1. Retirees

Protecting Your Lifestyle in Retirement You’ve built your nest egg - now it’s about making it last. We help you navigate the shift from saving to spending with confidence. From inflation-adjusted income strategies to portfolio guardrails during market swings, our process is built to help you sleep at night and stay on track, no matter what the markets do.

2. Professionals & Pre-Retirees

Strategic Growth for the Life You’re Building Whether you’re advancing your career, managing a major life transition, or preparing for retirement within the next decade, the goal is the same: build and protect your wealth while minimizing taxes. Our approach blends smart investment strategies with scenario planning and personalized advice - so you know where you're going, and how you’ll get there.

3. Business Owners & Entrepreneurs

Turning Business Success into Personal Freedom Your business may be thriving - but your personal wealth deserves the same level of attention. We help you integrate your business and personal finances, protect what you’ve built, and plan for succession or sale. We understand how to turn business equity into long-term security, and how to navigate complex transitions with clarity.

4. Families Planning Their Legacy

Protecting the People and Values that Matter Most True wealth isn’t just about what you’ve earned - it’s about protecting your family, passing on your values, and creating memories. Whether you’re caring for aging parents, supporting a vulnerable child, or preparing the next generation, we work closely with legal and tax experts to ensure your legacy is protected, intentional, and built to last. It’s more than estate planning - it’s family planning with purpose.

Client Testimonials

Finding Clarity and Confidence During a Life Transition

I met Maxanne before the financial crisis, at a time when she was navigating both personal and financial uncertainty. In the midst of a difficult divorce, she was under significant stress — not only emotionally, but also financially. Despite a successful career, she had entrusted financial matters to her former spouse, a corporate lawyer, and now faced the daunting task of making major decisions on her own.

Maxanne wasn’t sure whether to push for a better settlement or accept what was on the table. That’s when we sat down together. I created a comprehensive, easy-to-understand financial plan that helped her see the full picture. It gave her — and her lawyer — the insight and clarity needed to ask the right questions and make informed decisions about her future.

With that guidance, Maxanne was able to negotiate key changes to her settlement, avoid prolonged legal battles, and move forward with peace of mind. Since then, she has continued to follow a disciplined planning approach and has gone on to thrive — financially and personally.

Seizing Global Opportunity with Confidence

When I first met Adam and Lynn, their business was growing rapidly, and they were at a pivotal crossroads. An exciting opportunity had come their way; the chance to live and work in China to expand their business internationally. But with that came uncertainty: Was it too big a risk? What would it mean for their finances, their future, and their family?

We worked together to build a clear, personalized plan. I brought in the right experts to support their goals, ensuring they had the full picture, from financial implications to risk protection. More importantly, I made sure they felt secure, showing them how they could seize this opportunity while safeguarding what they had already built.

With the clarity and confidence that planning brings, they made the move, and haven’t looked back. Today, they continue to thrive, following the same thoughtful approach that helped them take that bold step forward.