Wealth management strategies for individuals, families, businesses, corporations, and non-profit organizations.
In association with tax professionals and estate planning attorneys, we offer wealth management solutions with a strong focus on risk mitigation, tax-efficiency, generational wealth transfer and philanthropic planning.
Fee based modern managed investment portfolios that have a strong focus on reducing the max drawdown by using mathematical formulas and mechanical execution strategies with the ability to adapt in both inflationary and deflationary environments
We believe that risk management is needed now more than ever. Our strategies offer proprietary portfolio design with a focus on delivering consistent returns for long-term investors. By removing emotion, limiting the downside exposure, and using adaptive and dynamic management, we strive to minimize volatility and create opportunity for long-term growth
We offer customizable employee benefit plans specific to your industry and organization’s needs.
We focus on employee attainment and retention, while providing efficient tax reduction benefits for both employer and employees. In today’s competitive environment employee benefits help your organization attract and keep talent, while offering the proper types of protection for everyone.
Comprehensive insurance planning is an intricate
part of a financial plan. From creating a tax-efficient
wealth transfer to your heirs or making sure you are
prepared for a possible long-term care expense. We
also help you identify the right time to take social
Secuity and give insight and direction when
choosing a Medicare plan that fits your needs
We believe that risk management is even more important when no longer in your working years. There are many risks that can affect your portfolio values, not being insured properly can leave you exposed to taking too much money when you need it the most.
Medical. Legal.
Specialty Division
You’ve studied long hours, gone through intense hours of training and work hard every day to be the best in your field. Let us assist you with the things you don’t want to focus on. We are an independent firm working with Doctors, Dentists and Attorneys of all specialties and practice areas.
Dedicated
We dedicate ourselves to our clients.
Available
We are NOT 9am - 5pm advisors.
Objective
We are impartial and compassionate to our clients needs.
Knowledgeable
We are qualified, experienced and proficient.