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We are a Wealth Advisory Team who works primarily with successful people that want to avoid life's turbulent waters, and be prepared for financial events and transitions in their lives.
We specialize in Financial Transition Management – that is, helping individuals and families plan for, and deal with, major life changes such as retirement, job change, death, divorce, sale of a business or a sudden increase in wealth.
Our clients want to know they'll be able to live comfortably for the rest of their lives, and make sure all the various pieces of their financial puzzle are working together. So, we've developed a process that does just that, and we call our 4-step process "COMPASS POINTS." To learn more click Our Process.
We will continually work hard to earn, and maintain, your trust.