Enhancing Your Lifestyle & Legacy

We empower you across every step of your financial journey to protect your family, enhance everyday living and retirement, and build wealth that lasts.

“Our experienced team and independent platform allow us to deliver a superior and transparent client experience.”

SCOTT SHAGRIN, CFP®

MANAGING DIRECTOR

Holistic & Collaborative

We are a dedicated team of seasoned professionals with decades of planning, investment and client service experience.

We apply a proven and complete process that encompasses your unique and evolving needs. We then create a tailored financial plan with relevant services and solutions to help you pursue your goals.

COMPREHENSIVE SERVICES

Investment
Management

Customized investment plan guided by your unique goals that leverages an open-architecture

Financial & Estate
Planning

Design, implement and monitor a tailored plan that helps meet your immediate and long-term financial goals

Retirement
Planning

Clear path to support your income and lifestyle needs

Tax Strategies

Comprehensive strategies to help minimize your tax burdens

Risk Management

Portfolios aimed at achieving goals while identifying and mitigating risks

Philanthropy

Strategies to support your causes and passions

Let’s Talk.

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