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Who We Are

Who We Are

We are the solution

Our firm was founded by three lawyers with a strong commitment to helping clients achieve their goals in a complex tax world, while balancing unique family dynamics.  We believe that our role as counselors to our clients is one of our most important responsibilities. In accordance with our uncompromising commitment to excellence and our unwavering dedication to upholding the highest ethical standards, we treat each client as a member of our extended family.

Our mission is to get to know and understand the values and goals of each of our clients so that we can create and implement wealth preservation and planning strategies tailored to achieve the desired objectives while remaining true to their values.  Through many years of experience we have come to understand that each family is unique and that there is no such thing as a “standard plan” based on the net worth of a client.

We are fortunate to work in a professional community that recognizes the value in working together to create the best solutions for our clients.  Our goal is to work closely with our clients and their other trusted advisors to ensure that the proper planning and implementation occurs to achieve the desired outcome.  With over 40 years of combined experience, we are dedicated to using our expertise to benefit our clients.

Learn more about Our Team