Busy Professionals

We advise high net worth individuals and families who are generally too busy to manage their own wealth and who demand certainty that their assets are being managed in the most effective manner possible. Many of our clients are in the medical profession. We help enhance and protect their assets by advising on all facets of their financial picture so that their families can enjoy the best possible lifestyle and remain adaptable to change.

related resources

Protecting your social security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity

Why contribute to a Roth IRA?

Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity

Are you and your partner on the same retirement page?

Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity

The psychological side of spending your retirement savings

Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity

Could You Thrive in a Niche Retirement Community?

Things to consider – and learn – before joining a community with like-minded retirees.
Retirement & Longevity

Where Medicare Falls Short

Medicare provides a lot of coverage, but it doesn't cover everything.
Retirement & Longevity