No matter what the challenge or who the client, we concentrate on the same three things: making each client feel profoundly understood, providing each client a path to a specific goal, and totally dedicating ourselves to follow-through. We find the fact that we possess a variety of professional backgrounds a valuable asset in the technical aspect of our work, but the breadth of our perspective runs much deeper.
We have helped firms and organizations of all sizes come to grips with today’s sobering benefits and insurance realities. Our clients represent a wide variety of industries, ranging from medical to manufacturing to refining, from Fortune 500 companies to family businesses.
We guide the individual, executive or entrepreneur who needs help in navigating the traditional realm of financial services – investment management, generational wealth transfer, insurance, sophisticated planning – but also seeks something more.