Resources for CPA Firms

Higher Net Worth families and Business Owners want a team to help simplify their financial lives, as well as provide customized independent solutions.  

As a Registered Investment Advisory (RIA) firm, we provide non-bias, independent advice.  And as a Fiduciary, by law we must act in our clients’ best interest whereas the larger wirehouse brokerage firms don't. 

We work with CPAs every day and support their member organizations in a variety of ways, including speaking at MICPA events, providing relevant thought leadership and serving on planning committees.

Advisory areas we often collaborate with CPAs include but are not limited to: Designing Retirement Plans for Closely Held Businesses, Selling a Business, Estate Planning and Insurance.