Our Firm

WE HAVE BEEN ADVISING THE FAMILY AND BUSINESS COMMUNITY SINCE 1975. OUR CLIENTS CONSIST OF PROFESSIONAL AND MEMBERS OF THE BUSINESS COMMUNITY. THE NET WORTH OF OUR CLIENTS RANGE FROM $1,000,000 TO $30,000,000. THE ADVICE WE HAVE GIVEN TO OUR SATISFIED CLIENTS HAS ASSISTED THEM IN VARIOUS STAGES OF FINANCIAL PLANNING AND BUSINESS DEVELOPMENT. WE BELIEVE THAT KEEPING CURRENT INVOLVES ATTENDING SEMINARS AND INTEGRATING WITH THE LATEST FINANCIAL SOFTWARE IN THE FINANCIAL WORLD. OUR TEAM OF OUTSIDE ADVISORS HAVE OVER 100 YEARS OF TECHNICAL EXPERIENCE. OUR GOAL IS TO REPRESENT FINANCIAL INSTITUTIONS THAT QUALIFY FOR THE HIGHEST INDEPENDENT RATINGS SUCH AS AAA, STANDARD AND POORS, DUNN AND PHELPS,WEISS.