Wealth Planning for Executives & Professionals

Many small business owners retain our team to act as personal consultants to the executive staff as part of the overall benefits program. Owners recognize the value of using a consultant who understand small businesses to advise executives on all aspects of their wealth plan, including tax, estate, retirement and investment planning.

Based on a personal assessment, our team can offer you a full and unbiased money management and portfolio service tailored to your risk tolerance, time horizon and investment objectives.