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Family & Personal Wealth

We offer comprehensive goal-based financial planning for individuals, families and small business owners. Additionally, we help high-net worth clients manage their wealth and provide advice on estate planning, trusts, legacy planning, tax management strategies and charitable giving.

Clear and consistent communication with our clients is what makes us their most trusted advisor for all of their needs, well beyond their finances. Our business is based on developing long-term relationships with our clients, founded on trust. We provide the highest level of service and attention to detail to meet and exceed each client’s unique financial situation.

In addition to meeting regularly, we offer account access through our website, a quarterly newsletter that includes an economic update and market insights, and weekly tips and advice through our blog and monthly newsletter, The Eagle Eye. Throughout the year, we also offer educational seminars and workshops on various topics, from creating retirement income to Social Security maximization.

Our clients also benefit from our relationships with established professionals, such as tax attorneys, estate planning attorneys and CPAs. We are happy to provide an introduction to highly qualified professionals on an ongoing basis, and work directly with our clients’ trusted advisors to ensure their personal and business needs are taken care of.

Our Designations

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