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Who We Serve


Financially independent women and those experiencing transitions in their lives have a unique set of needs and expectations. We understand that with life changes―both planned and unexpected―come new financial considerations. We can help you navigate your complicated financial landscape with compassion and knowledge.

Business Owners

Your business is likely the biggest financial asset on your balance sheet. Thus, it is important to optimize the financial strategies that are tailored to protect, grow, and nurture your business. We work with entrepreneurs at various stages of their business, from assisting the new owner with establishing a financial foundation to help ensuring smooth business exit and transition into retirement.

Young Executives

Starting your financial planning early can allow us to open up a world of possibilities that can help you pursue the life you envision – both now and in the future. We will introduce you to the tools you need to make financial success a reality.

Corporate Retirment and Executive Compensation Plans

Executive compensation and benefits packages are an important wealth-building tool and can often serve as the cornerstone of a sound retirement plan for many of our clients and their employees. The decisions surrounding these packages have a significant impact and we can assist you in determining how these tools are could be utilized to work towards your retirement goals.


With retirement comes the need to be extra vigilant in managing your resources, and staying on top of issues that can affect your finances and ultimately, your life. We work with you to navigate your unique financial landscape and help you make the right financial choices at the right times.

Endowments and Donor-Advised Funds

Endowments and donor-advised funds are often a part of our customized investment strategies to help manage our client’s wealth. Our approach is customized to address your Foundation’s unique financial needs and objectives. We are deeply committed to helping endowments and foundations pursue and manage their philanthropic goals.

Generally, a donor advised fund is a separately identified fund or account that is maintained and operated by a section 501(c)(3) organization, which is called a sponsoring organization. Each account is composed of contributions made by individual donors. Once the donor makes the contribution, the organization has legal control over it. However, the donor, or the donor's representative, retains advisory privileges with respect to the distribution of funds and the investment of assets in the account. Donors take a tax deduction for all contributions at the time they are made, even though the money may not be dispersed to a charity until much later.

Multi-Family Offices

Intergenerational wealth management requires a sophisticated and disciplined approach. We will collaborate with you, your existing advisory team, and our trusted partners to execute comprehensive wealth management strategies that help meet your family’s diverse needs.

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