There are times when Law and CPA firms need to establish a relationship with a wealth management firm or make informal referrals. As we have collaborated with attorneys and CPA’s in family wealth planning, estate planning and business succession planning, we know the territory.
Firms approach us because they appreciate the breadth and depth of our knowledge and experience. If they feel the need to refer an elite client to a wealth management firm, the referral has to make them look good and their own high ethical standards must be matched. We live up to their expectations.
There are times when law and CPA firms need to establish a relationship with a wealth management practice to make informal referrals. As we have collaborated with attorneys and CPAs in family wealth planning, estate planning and business succession planning – we know the territory.
We are committed to helping you meet your client’s changing financial, educational and estate planning needs as their lives evolve by providing the highest level of innovative, professional and quality service.
In this complex environment there are a seemingly infinite number of financial strategies available. Finding the ones that are suited to your clients’ situations requires personal attention, a depth of resources and, most importantly, the right guidance from dedicated, experienced financial professionals.
You will benefit from a collaborative relationship with our team who will work with you to identify and prioritize your clients’ goals, and offer guidance and strategies specific to their individual needs. We acknowledge and accept our fiduciary responsibilities with our clients. Because our firm is independent you’ll have access to a comprehensive range of products and services from leading financial companies in a non-biased approach.