An independent firm, we are able to customize our service offerings to meet each client's unique needs. From serving as your personal CFO to single-issue financial consultations, we will develop an engagement plan that makes the most sense for you.



As your personal Chief Financial Officer (CFO), we organize, optimize and maintain constant oversight of your personal finances.


Services include goal prioritization; retirement projections; insurance review and needs analysis, from life to long-term care; asset allocation and ongoing investment management aligned with your personal goals; proactive tax planning, from optimized charitable giving to Roth conversions;  and coordination with outside experts, acting as a primary point of contact to ensure that all advice is integrated and in line with your broader financial goals.