Who We Help
At our firm, we provide thoughtful, forward-looking financial guidance to individuals and families. While our clients come from diverse backgrounds, we have a particular focus on the following groups:
Business Owners
We specialize in helping entrepreneurs align their personal wealth with their business success. Whether you're building a thriving company, preparing for a transition, or planning for retirement, we assist you in:
- Strategically planning your business exit
- Potentially minimizing tax burdens and safeguarding profits
- Potentially optimizing retirement contributions and benefits
Your business is personal, and we treat it that way.
High-Net-Worth Individuals & Families
Affluent clients often face complex financial situations and significant opportunities. We work closely with high-net-worth individuals and families to develop sophisticated strategies that align wealth with purpose, including:
- Tax-efficient investment and withdrawal planning
- Charitable giving and philanthropic structuring
- Multi-generational legacy and estate planning
- Business succession or concentrated stock diversification
Many of our clients are thinking not just about their own needs but also about their children, grandchildren, and the legacy they hope to leave behind. With nearly four decades of experience, Paul is well-equipped to guide families through multigenerational wealth planning, helping them communicate values, potentially reduce future tax burdens, and prepare the next generation for responsible stewardship.
We believe collaboration leads to better outcomes, which is why we regularly partner with your CPA, estate planning attorney, or family office.
Women
Women face unique financial considerations throughout their lives, whether managing money independently, navigating life transitions, or balancing career and family priorities. Many women prefer to work with a financial advisor who truly listens and understands their perspective.
Our advisory team offers just that. As a capable, credentialed advisor in a traditionally male-dominated industry, Haley brings both skill and empathy to the planning process. Women often find comfort in working with someone who “gets it” – not because she’s a woman, but because she leads with clarity, care, and competence.
Pre-Retirees & Retirees
Retirement is more than a milestone; it's a significant transition that requires careful planning. We work with individuals and couples who want to:
- Understand how and when to draw income from their portfolio
- Manage and reduce taxes in retirement
- Preserve what they’ve built for future generations
Many of Paul’s 30+ year client relationships have transitioned from the wealth accumulation phase to the distribution phase. They appreciate having an experienced advisor to ensure they remain on track and guide them through retirement, not just to it. We help turn decades of saving into a confident retirement strategy.
Young Professionals
We partner with the next generation of wealth builders – professionals in their 20s, 30s, and 40s who are ready to make smart financial choices early. Whether it’s seeking to optimize your employer-sponsored retirement account, planning for a home, or starting to invest seriously, we offer clear guidance and an encouraging approach to help you grow with purpose.
Haley brings a fresh perspective and a deep understanding of the unique challenges younger clients face, from managing student loans to planning for future milestones. In an industry where many advisors come from older generations, Haley’s approach resonates with younger clients seeking guidance that feels current and relatable. This continuity means clients can feel confident their financial plans will be supported well into the future.
