Thoughtfully managing a windfall


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