Team Approach

Today’s complex financial world requires a comprehensive and integrated approach for effectively managing your wealth. You need a plan that takes into account investments, retirement planning, estate planning, tax strategies, risk management, wealth preservation and other components. Effectively coordinating all these areas of your financial life is a difficult job.

I work in collaboration with the following professionals to help ensure all aspects of your financial life are being properly addressed. In addition to our wealth advisory service, these professionals may include:

  • Certified Public Accountant
  • Tax and Estate Planning Attorney
  • Insurance Specialist
  • Charitable Giving Specialist
  • Commercial Real Estate Specialist
  • 1031 Exchange Intermediary

In coming up with solutions for achieving your goals, we work closely with each member of the team, drawing on their expertise and incorporating their recommendations into your personal wealth management plan.  We can also integrate any of your current financial professionals into our team.

Having your own team of experts working closely together on your behalf helps maximize the effectiveness of your plan by making sure every item is properly addressed.

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