We provide comprehensive, independent and objective wealth planning advice and services to affluent individuals and families, executives and owners of closely held businesses, through hundreds of professionals nationwide. Our mission is to serve as our clients' most trusted advisor and to help them make informed and strategic decisions based upon their goals for personal financial comfort, business and investment needs, family legacy and charitable giving during lifetime and at death.

Our Private Client Advisor services cover a wide range of wealth management and planning needs; see the comprehensive list of services below.

We also offer a full range of personal tax and financial planning services through corporate employers who are aware of their executives' needs for tax and financial planning services from an independent advisor. In addition, we offer individual and group counseling sessions for executives or large groups of employees to address their financial planning needs when downsizing, restructuring and significant benefit changes occur.