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.
Our tools will assist CPAs in serving their clients
Our CPA Financial Planning thought leadership has been curated with the intention of explaining the benefits and basics of financial planning
We present financial planning news and updates to help CPAs guide their clients