Our Strategic Relationships

There are certain aspects of wealth management that we may not have in-house expertise or that are better suited to be addressed by another professional. So that we may serve our clients well, we have established a network of strategic relationships.

The members of our network work with the same high level of ethics and integrity as we do, and they also put the client's interests first. Our network includes, but is not limited to:

  • Accountants
  • Tax advisors
  • Business attorneys
  • Estate planning attorneys
  • Property and casualty insurance
  • Real estate agents
  • Mortgage brokers
  • Elder care services

We match our clients' needs with the right individuals and organizations in the location that best serves our clients.