Bespoke planning and financial strategies to preserve your wealth, lifestyle, business & legacy.

For those looking for an ongoing relationship with a trusted financial partner, we help you get your entire financial house in order and keep it that way. We help you align your financial choices with your most important goals and values, and work with you to make sure you meet your goals whatever might be going on in the world. It’s kind of like having a personal CFO.

If you have an incorporated business or practice, you have a unique opportunity to build wealth through savvy tax planning and business organization. We help you make the most of those opportunities!

We help you make a plan to keep your business going when you’re faced with an unforeseen health or life event. If your business relies on a few key contributors, we can help manage the consequences of their health-related absence too.

Your income is your most important and valuable asset. We help you make a plan to maintain your lifestyle in the face of an unexpected diagnosis or life event.

Estate planning involves more than a will and/or trust. We take a detailed look at your financial affairs to make sure they’re organized in such a way as to maximize the impact of your legacy.

We help provide meaningful health and wellness benefits for your employees through group insurance plans or private health plans.