Specialized Planning

Identify, enhance, and integrate your business or professional practice's value, capacity, and succession strategy into your wealth/legacy plan.

You have spent decades training for your specialty, caring for patients and developing your career. How do you ensure both your present and future wealth is protected in the most tax-efficient manner?

When it comes to navigating the complexities of stock options and how acquisitions or liquidity events may impact your financial plan we have your back.

Divorce poses numerous decisions that affect both parties financially and emotionally. We are here to walk with you through this challenging time, helping to put things in context and strategize best-case financial scenarios for you.

With Special Needs Planning, we help you support your loved one with a physical, behavioral or intellectual challenge, so that they have the opportunity to live his or her best life.

When it comes to managing your business, our team are your partners, handling all the financial and accounting details large and small. We keep you on track and in control of your business and personal finances.

Whether you’re single, married or unmarried partners, we relate your needs and are well-versed in the nuances of financial planning for LGBTQ individuals.

Her Wealth is a holistic approach to wealth and investment management created especially for the unique needs of women. Focused on collaborative partnership, education, solutions and resources to help them drive and achieve their financial and life goals.

Christianity-Based Wealth Management begins with your personal convictions. It’s a specialized approach, tailored to honor biblical principles and glorify God through your wealth management decisions.

For individuals and families of Asian descent, financial decisions are often shaped by deep-rooted cultural values, multigenerational responsibilities, international considerations, and privacy concerns.