SIMPLE. SOPHISTICATED. STRATEGIC.

Dynamic.
Like Our Clients.

Financial Performance. Simplified.

Our Commitment

Increased Safety, Unparalleled Access & A Dedicated Team

Bringing Family office Solutions
to all our clients

We go beyond investments to identify and manage the unique needs of your family.
Because we are independent, we have the ability to add or adjust our offerings according to you.

Private Banking & Lending

Strategic management of bank assets and tailored credit.

Wealth Management

Personalized financial strategies, encompassing investment planning, risk management, and tax & estate awareness.

Tax Advisory

Comprehensive tax planning implementation from our affiliate CPA firm.

Estate & Trust Services

In-house estate planning attorneys free of charge for private wealth management clients.

Insurance

Full suite of insurance solutions covering: Life, Health, Variable, Fixed, Property & Casualty.

Employee Benefits

ERISA solutions for businesses of all sizes. ERISA solutions for businesses of all sizes.

Asset Protection

Strategy and implementation for personal and entity creditor protection and anonymity.

Real Estate

Access to our partner RE brokerage, title and mortgage.

Technology & Reporting

It should be straight forward how much your account has grown, how much of it was dividends and interest, how much you took in distributions, and what is your net worth.
Now it is.

Net Worth is both assets and liabilities

Investments are an essential piece of the puzzle but equally as important is cash savings and lending solutions.

Most advisors don’t spend the time or have the bandwidth to focus on the liabilities side. This is a huge mistake. Why don’t other firms focus on cash management and lending?

Simply, it doesn’t pay the advisor.

FDIC Insurance up to $100MM

One account. One tax return. No gaps in coverage.

Cash Savings of 4.84% APY

FDIC insured. Liquid checking account. Complimentary wires and ACH transfers.

In-House and Third Party Lending

Securities based lending. Tailored credit. Real Estate lines and loans.

Cash and Interest Rate Monitoring

Weekly reporting to manage excess cash and lending rates respective to the market.

CONTACT INFO

Office hours: Monday – Friday, 9AM to 5PM Eastern