Our mission is to provide personalized consulting and tax compliance services to individuals and their families. We help our clients to be good stewards of their financial resources and make their financial lives more rewarding and less complicated.
We are an independent firm that utilizes an integrated approach to providing services that incorporates the expertise of our clients’ other advisors including their attorneys, brokers, and financial advisors.
We welcome your questions and comments. Please feel free to contact any one of us for more information.