Our partners and our team WORK WITH YOU
Because there is more to our comprehensive wealth management approach than just investments, we work with a broad spectrum of professionals in conjunction with you. The network we have built and the relationships we have cultivated over many years includes tax professionals, estate attorneys, corporate councils, money managers, commercial and private bankers, property managers, real estate agents and insurance agents. Whatever your need, we have the knowledgeable contacts in place to help you. It’s how we coordinate all aspects of your life.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
