Our Mission

Leave a legacy, not a liability

We provide services to a select clientele focusing in the areas of estate preservation, business succession, and executive benefits. Our clients include owners of closely held businesses, highly compensated professionals, and high net worth individuals. We help clients crystallize their goals and objectives from both a personal and business perspective with our role being the catalyst in the planning process.

Through our experience and unparalleled resources we play the role of “Quarterback” in the planning process. It is in this role we ensure that all members of the planning team work together towards the common goal of defining, refining, and then implementing a clear plan for our client.

With our commitment to developing strong, long-term relationships with our clients, their businesses, their families, and their advisors—we strive to exceed expectations in such a manner that they routinely refer prospective clients to us on an ongoing basis and remain excited to work with our firm.