Thoughtfully managing a windfall
RESPECTING AND ACCEPTING ALL RELATIONSHIPS
The landscape for same-sex couples has changed dramatically. Couples must now navigate through the estate planning and financial opportunities created by the Supreme Court decision. For some same-sex couples there may be minor changes, while others may require a totally new approach to financial planning.
In Webster’s Dictionary, the #1 definition of client is: one that is under the protection of another. We believe that putting the financial well-being of our clients first ultimately serves the best interest of our communities. Remaining responsive to the needs of our clients through ever-changing economic and legislative environments is not just a job for us, it’s our mission.
- Investment Management
- Insurance & Annuity
- Wealth Transfer
- Risk Management
- Estate Planning
“Remember that there’s always someone fighting for you.” – Lady Gaga