Specialized Solutions for Clients with More Sophisticated Needs
We’re proud to work with clients from all backgrounds, either planning for their retirements or already enjoying them. Each is a difference maker. Clients with more complex financial circumstances find that our approach is especially valuable.
Executives
Wherever they are in their careers – the C-Suite or climbing the ladder - executives’ demanding jobs leave little time for comprehensive financial planning that considers not only where they are today, but where they hope to be in the future.
Entrepreneurs
Entrepreneurs have a lot on their plates when it comes to financial planning - from personal and corporate income and taxes to talent retention to mergers and planning for growth. Finding a financial partner who can pull it all into perspective can seem like an impossible task.
Professionals Who Lead
Consultants, physicians and other professionals who run their own businesses face a complex set of financial challenges. In addition to struggling with their own retirement planning, they face business finance, tax, employee compensation and benefit challenges...
Widows, widowers and the newly single
Many people experience a life-changing event at some point in their lives, along with the financial challenges that accompany them. These financial matters can have a profound impact on their lives and finances.
Our Latest Insights
Podcasts
Day in a Canoe – Chris Hessler: Business, Entrepreneurship and… Brain Cancer?
In this episode, Nathan and Chris discuss: Key Takeaways: “If you’re going to fail, fail fast. Don’t spend millions of dollars to fail, spend hundreds of thousands.” — Chris Hessler. … Continued
Podcasts
Day in a Canoe – Mykolas Rambus: Privacy in the Digital Age
In this episode, Nathan and Mykolas discuss: Key Takeaways: “Be ethically non-negotiable in business. There are plenty of shortcuts that can be had in business, whether it’s in hiring, whether … Continued
Thought Leadership
2023 – Q3 Investment Commentary
PerformanceStocks continued to advance in the second quarter, propelled in great part by shares of large-cap technology companies. Even in the face of increasing interest rates, the U.S. economy has … Continued
Thought Leadership
The Future of AI: How Will This Technology Change Our Lives?
Artificial Intelligence, or AI, is no longer a distant concept seen only in sci-fi movies. It is here now, revolutionizing how we live, work, and interact with our environment. From … Continued
Thought Leadership
Our Top Tips for the Savvy Traveler in 2023
A stunning 49% of Americans plan to travel more in 2023, and prices are reflecting that increased demand. Fortunately, with a bit of research, there are still plenty of ways … Continued
Events
A Closing Chapter and a New Beginning in the Career of Edwin Shaw
In an evening filled with laughs and great stories, it was an honor to celebrate the man who co-founded our firm and the legacy he leaves behind. 40 years ago, … Continued