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Our Approach

Planning for your financial future isn’t easy.

It can be puzzling to settle on financial goals, tricky to deal with family dynamics, uncomfortable to pin down your business succession and emotional to confront your own mortality.

We understand.

For more than 40 years, Tom has been helping clients and their advisors work through family and financial issues using creative strategies that protect and transfer wealth. Jake has spent his career helping clients carry out plans to turn their vision of financial success into reality. And our seasoned staff has a combined 200 years of experience, delivering personal, thorough, knowledgeable and reliable client service.

Our team’s extensive experience gives us the ability to help our clients…

  • Make consequential planning decisions yet retain flexibility to adapt plans as their lives evolve.
  • Evaluate strategies, visualize long-term benefits, and choose a path with confidence.
  • Benefit from creative estate strategies coupled with comprehensive planning.