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Who We Are

A Full-Service Wealth Management Firm

We offer a combination of tax planning and investment advice. We look holistically at retirement, insurance, investments, education, estate, and tax planning.  Each affects the other and taxes are often the biggest expense individuals face in their lifetime. We are motivated to help clients create a Tax-Smart financial strategy.

Client Centered

CPAs have a clear picture of our client’s tax data which provide a “road map” to building a comprehensive financial plan. 

We believe every financial decision is a tax decision and combining the tax data with the CPA trusted relationship, sets us apart. 

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office.  We look forward to speaking with you.