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Wealth Management

Wealth Creation & Management Practice

Building and Managing Wealth

We provide professional services to the affluent and those who are aspiring to become affluent. Many presently have numerous advisors - attorneys, accountants, investment and insurance professionals and bankers - each working independent of the others therefore not able to assist the client in objectively identifying and focusing on the financial objectives of the client. 


Wealth Creation & Management Practice

Our practice has developed a simple but effective approach to deliver the solutions necessary to achieve our clients objectives using a mixture of traditional approach, technology and creativity. Our practice ensures that where desired, you can continue to work with advisors of your choice while maintaining greater oversight and more effective input. 

Services
  • Coordinated oversight over financial and advisory relationships
  • Cash flow and Bill Paying
  • Tax Planning & Services
  • Insurance Risk Management
  • Investment Management
  • Estate Planning
  • Retirement Planning
  • Succession Planning