Various Independent Specialists

We believe in a collaborative approach and in one of our founding principles that "You can hire someone who is better than you'll ever be." We help you do that.

As a high-level big-picture strategist I work closely with specialist to remove conflicts of interest and gain from their focused abilities. I work with people like truly independent financial planners and business consultants along with skilled estate planners, tax specialists and investment managers.

I'd rather be pointing you to who's the best rather than trying to convince you I'm the best.