Strategic Alliances

Your financial life has many dimensions, and we want to help you succeed in all of them. That's why we rely on a network of trusted professionals to complement our services. They include:

  • Accountants. We work closely with our accounting partners to help ensure that our clients pay no more taxes than are required by law. 
  • Legal professionals. We refer clients to carefully selected attorneys for assistance with estate planning, property transactions and other matters. 

We also work with our clients' trusted professionals. In all cases, we coordinate our planning with these trusted experts to ensure that our clients meet their financial goals as effectively and efficiently as possible.