We believe wealth management involves a variety of strategies that are most effective when tailored to a client’s individual needs, goals and aspirations. With this in mind, in addition to our services, we can also refer other professionals — CPAs, Attorneys, Actuaries, Pension Strategists, Risk Transfer Consultants, Family Business Psychologists and other advisers — who work closely with clients to build a customized financial plan designed to help them meet their goals in a tax efficient manner.