Specialties
Serving specialized needs.
Even with the most detailed and comprehensive approach, there are still topics where it’s best to have specialized advisors on hand to help. From special needs planning to planning through a divorce, we’re well-versed in helping clients navigate the intricacies in a handful of specific areas.
A more specialized approach.
Even with the most detailed and comprehensive approach, there are still topics where it’s best to have specialized advisors on hand to help. From practice-integrated wealth management to planning through a divorce, we’re well-versed in helping clients navigate the intricacies in a handful of specific areas:
Dental and Medical Planning
You have spent decades training for your specialty, caring for patients and developing your career. How do you ensure both your present and future wealth is protected in the most tax-efficient manner?
Christianity-Based Wealth Management
Christianity-Based Wealth Management begins with your personal convictions. It’s a specialized approach, tailored to honor biblical principles and glorify God through your wealth management decisions.
Planning Through Divorce
Individuals ending their marriage are met with what seems like a million decisions. When it comes to your financial life, you don’t have to make them alone.
LGBTQ Financial Planning
Whether you’re single, married or unmarried partners, we relate your needs and are well-versed in the nuances of financial planning for LGBTQ individuals.
Special Needs Planning
With Special Needs Planning, we can help ensure that a loved one with a physical, behavioral or intellectual challenge has the opportunity to live his or her best life.
Sudden Wealth Planning
While most people gradually increase their total wealth over many years, some individuals may find themselves landing on larger sums of money suddenly and need special assistance with handling their new reality.
A team unlike any other.
A team unlike any other.
As you search for your perfect advisor, just know our team collaborates in ways not common within our industry. Giving every client the power of our entire network, every time.