6 West Third Street
As Wealth Managers, nothing is more frustrating than to counsel a client and/or the client's family member, who has suffered intense emotional distress and/or substantial financial loss which could have been avoided, or lessened, with proper planning. Unfortunately, most individuals do not have access to the proactive planning services needed to reduce their risk of making planning mistakes.
We recognized this problem years ago and developed our Wealth Management Programs to help affluent families avoid those costly planning mistakes.
Our Wealth Management Programs are designed to meet very stringent criteria for the benefit of our clients, such as: