For Whom We Do It

We do not claim to be all things to all people. We work with high net worth business owners, professionals, executives and retirees - people who are responsible, respected leaders in their industries, professions and communities. By limiting our scope, we have developed a detailed understanding of the unique problems and opportunities that our clients face.

Many of our clients have trusted, long-term advisors - perhaps an attorney, a CPA or both - who have done much of their planning work (wills, trusts, business agreements, retirement plans, etc.). Our work supplements and coordinates the services these advisors provide. While each of your existing advisors is a focused specialist, we look at the various pieces of your financial picture and put them together by using a cross-disciplinary approach to help meet your objectives. We also work closely with your advisors to ensure that the alternatives you choose complement any existing business, estate tax or investment strategies.

In developing your personal financial plan, we also draw upon the specialized knowledge of other Osaic FA professionals such as investment specialists and plan designers. This professional staff handles many situations each year involving the complex financial issues our clients face. This translates into our ability to help you towards achieving your goals.