“Prosperity across generations”

We collaborate with experienced professionals to improve the financial health of their clients and to assist them in fulfilling their own entrepreneurial ambitions

Our Ideal Professional Partners

Our ideal professional partners are experts in accounting, estate planning law and charitable strategies and have clients who would benefit from our expertise in investment management for estate and charitable planning entities. When we partner with one of these firms their clients benefit from our combined expertise and receive unparalleled service. Our professional partners also receive an huge benefit—the knowledge their clients’ estate, charitable and financial strategies are coordinated and carried out in detail.

We are interested in meeting with estate planning attorneys and CPAs whose clients seek a better fiduciary relationship or, at the very least, a second opinion. Together we will work with interesting, successful, enthusiastic, and Ideal Clients.

We seek to partner with:

Accountants and Estate Planning Attorneys like partnering with us because:

Learn more about Our Team to see who will be partners with you for your best client relationships

Privacy Policy | Disclaimer | ADV Part 3 (Form CRS)