We are a Legacy and Wealth Management firm specializing in personal and business financial advice, investment management, income tax planning and estate planning. You have worked hard to get where you are financially. We work hard to make your money work for you. We strive to provide superior Legacy and Wealth Management advice, thereby helping our clients achieve their financial objectives. This allows our clients to enjoy the non-financial aspects of their life. Integrating Wealth Management, Investment Management, Income Tax Planning, proper analysis of how and when to draw social security benefits, and withdrawals from retirement accounts can dramatically affect your financial future. We also have extensive experience in Legacy Planning which is a definitive plan for managing your total wealth and the use of that wealth during your lifetime and distributing your wealth how you choose after your death. We work with you to develop a clear plan to pass on your legacy.