Who We Help

Professionals

Your personal wealth counsel team

We act as your personal wealth counsel team, developing a holistic financial plan aligned with your unique professional needs and personal goals while giving you more time to focus on your career.

Independent wealth counsel for successful lawyers, accountants, doctors, and other professionals

Plan

We work collaboratively with you to develop financial plans that appreciate the unique income tax, investment compliance, and other specific issues related to your profession.

Optimize

We proactively monitor and optimize your financial plan as your career progresses and your needs evolve, reporting on progress toward your long-term goals while ensuring adherence to your compliance and independence restrictions.

Transition

We strategically plan for your eventual retirement, ensuring that your estate and philanthropy goals are achieved.

Stories

“I knew I should be doing more to manage my finances, I just didn’t have the time. Now, I have a clear plan and more time to focus on my family and my career.”

Gillian, Partner, Professional Services Firm

Frequently Asked Questions

Key questions about our independent wealth
counsel for professionals.