Overview

CFP(r) practitioner with over 18 years of experience spanning a wirehouse, regional firm, RIA, and as an independent since 2010. We are also lawyers and conduct estate planning and succession services to complement financial planning and asset management.
We can potentially help provide you with a proper legacy for your stewardship.
If you are seeking to create a well-considered transition for your career and clients (immediately or over time) we may be a fit for you. Thank you, Joe
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