Our goal is to reduce the time and resources our clients spend on daily business and financial activities. We do this in numerous ways, including complete back office services for high net-worth individuals, selection and monitoring of specialists in finance, banking, law and insurance; and personalized tax planning and compliance services.
We are small with a single focus of client service. Doug, directs all client planning and compliance activities. Theresa manages all client back office services. We have the best clients and are so thankful to get the opportunity to help them.