We believe that high income individuals are the most underserved client base because they have a disjoined set of really good advisors that ultimately don't communicate with one another to serve the goals of the overall plan. We provide a solution through a fee-based financial consulting model with a mission to help enhance your current team's effectiveness, not replace them, by acting as a liaison, and providing an objective, third party perspective.
What we have built is a "family office" feel for folks who don't have a nine-figure balance sheet. This "family office" consists of experts including estate tax attorneys, CFA's, Alternative Investments, Healthcare Specialists and risk management backgrounds that provide solutions to your most pressing short term and long term financial goals.
Through state-of-the-art technologies like eMoney and Luminary WE CREATE REAL-TIME advanced analytics, creating greater tax efficiency. Furthermore, this technology does not require you to upend relationships with your existing advisors.
