With a deep understanding of women in transition, we help our clients navigate divorce, widowhood, career change and retirement. Whatever your current situation- single, married, divorced or widowed- it is crucial to educate yourself on where you are today and your plan for the future.  

For individuals and families experiencing transition such as the loss of a loved one, a health challenge or facing retirement. Preparation is key to preventing financial turmoil or distress during these transitions. Having a trusted advisor to assist in developing the appropriate course of action can provide a measure of comfort needed along the way. 

We know the transitions you face in building and maintaining your practice.  With a comprehensive wealth management approach encompassing insurance, long term care, buy - sell agreements, retirement planning and a deep understanding of succession planning we can help you navigate through those business transitions.

Part of our process is holding ongoing conversations about life’s milestones and what you foresee for your life- i.e. marriage, children, career change – and creating strategies to help prepare for achieving those milestones.  The result is a customized plan to effectively and efficiently build wealth and meet goals and needs. We know many young professionals need to manage college debt, housing and still take those dream trips. With our hands on, holistic approach we can discuss and build a plan to set you on the right path.