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who we serve

individuals & families

We develop tailored solutions to help our clients work towards their financial goals through long-term relationships. Our focus encompasses the Accumulation, Protection and Transferring of your wealth to future generations to meet your family's objectives.

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corporate executives

The life of a corporate executive can be extremely demanding and complex, to say the least. We will assist you in managing the many facets of your compensation package and benefits options. Common areas of focus include: Non-Qualified Deferred Compensation Plans, Stock Option Planning, Executive Bonus Plans, COLI Plans and Supplemental Executive Retirement Plans.

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small & medium business owners​​

The needs of business owners are very unique. We create an environment that allows you to focus solely on the growth and security of your business. Our wealth management solutions are designed to integrate both your personal and professional financial needs via a customized plan to maintain the strength of your business and to work toward financial security. We work with countless business owners in providing retirement plan services, risk management consulting, succession planning and estate planning. 

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We understand non-profits, the nature of mission-based organizations, and the financial management needs that are part of such operations. We provide advice on socially responsible investing, planned giving, and asset management. Through our network with numerous non-profits, both currently and in the past, we have become experts in catering to the unique needs of foundations.

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