Overview

I have a holistic wealth management practice that includes a team of attorneys and CPAs. We provide investment management services, tax efficient strategies, estate planning services, and philanthropic planning services. My approach is highly technical and my goal is not to develop a high volume practice, but one focused on deep client relationships.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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