NAVIGATE THE CROSSWINDS OF LIFE WITH US
Services Designed for You
Our clients are intelligent people, some very highly accomplished. Many are from government, academia and technology.
Most are anxious about their lack of financial knowledge, want to be confident their money will last, and desire to leave a nest egg for future generations. This is how we help.
Sudden Wealth Management
Managing a large sum of money, whether inherited assets, retirement accounts, divorce settlements or litigation proceeds, requires real expertise.
Smart Retirement Planning
Planning for post-employment is not an admission of age, but an acknowledgment that empowers you to dictate the terms of your financial future.
Manage Personal Disaster
We never lose sight of the possibility that years of accumulated wealth can be lost in a flash by uninformed decision-making, premature death, chronic illness and unforeseen tax complications.
Future
Navigating Life’s Crosswinds to the Future
Why Us?
Some of our favorite people in the world happen to be our clients, because we actually know them. They are savvy people that value professional expertise. In turn, we listen to them, hear their concerns and commit our skills to their success, because relationships matter.