Who We Serve

 

Wealth Advisory Services

Who We Serve

clients are:

CORPORATE EXECUTIVES

Compensation utilization: 401(k), stock options, restricted stock, ESPP, NUA, phantom stock, NQDCs, HSA, and more

Professionals and
business owners

They believe in wealth building. Too busy to effectively plan, but they understand and appreciate consultation services

who are in need of:

Retirement Planning

Tax efficient distribution strategies, healthcare coverage options/Medicare, and pension optimization, including social security

Estate Planning Strategies

Professionals and retirees who want to create an efficient transfer of assets to their heirs and succession of their businesses

Risk Management

Life insurance, disability income and long-term care planning

clients have:

Investable assets of $750,000
to $20 million

We work with clients above and below these thresholds - but have targeted this range to maximize our base of knowledge and experience.

Household Earnings > $300,000

We assist in planning for and collaborating with clients to explore tax efficient strategies while increasing cash flow.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck