Corporate Executives with Extensive Responsibilities
Since corporate executives often have multiple interconnected financial concerns, we take the time to learn about all of them – retirement plans, real estate holdings, estate planning, philanthropic interests and anything else that might be important to our clients’ financial future. That way we can develop coherent plans that incorporate all aspects of their portfolios.
And we know that the men and women responsible for the financial success of large corporations often don’t have much time to devote to their own financial well being. So we meet with clients
when and where it’s convenient for them, whether that’s an early morning meeting in another state
or an evening visit to their homes.