As one of the Founding Members, our common vision was to create a new model for financial advice: comprehensive, holistic, and objective. Since our inception in 1986, we have served successful individuals and their families by providing extensive expertise in tax planning, investment management, retirement and estate planning. For over 35 years, we have been helping clients connect all aspects of their financial lives. We provide independent, objective investment management and a comprehensive range of financial advice to entrepreneurs, executives, and other professionals. I hold the following credentials and licenses: JD LL.M Series 7 Series 52 Series 53 Series 63 Admitted to practice la