What we do

Estate Planning


Estate planning involves the transfer of someone's assets (e.g. property, money) when they die, as well as a variety of other personal matters. Wills, estates, trusts and power of attorney are all common tools used in estate planning.

Wealth Planning


Lawyers have unique needs in wealth management, and we understand how to help.

From graduating from law school and working as an associate to retiring as a partner, we can create for you a financial plan based on your unique needs.

Financial Planning


Financial planning is a process that most people don't start thinking about until it becomes a necessity.
However, we believe that finances should be discussed as early as possible.

With over 25 years of financial experience, we are committed to helping our clients achieve their financial and life goals throughout all stages of their life.  

Innovative Tax Solutions


We will provide investment alternatives and strategies to minimize your tax bill and liabilities.

Insurance


Optimizing life insurance to your advantage is a smart tool that can assist in your overall financial plan. Life insurance provides your beneficiaries with a tax-free payment to help them replace lost income, maintain their living standards, pay debts, or cover your final expenses or even as an asset class. Including life insurance in your financial plan now can help provide your loved ones with safety, security and peace-of-mind.

Retirement Planning


Retirement planning doesn’t happen overnight. Having a plan in place is essential to ensure you can keep up the lifestyle you have become accustomed to after your life in law.

Personal and Corporate Investment Management


Investing is essential to help you grow your money and to be able to retire comfortably.  

We provide professional asset management of your securities and other assets to your specified investment goals.

Group Benefits


Group Benefits are insurance options that cover all eligible members of a pre-defined group, such as all the employees in an organization. We can help you take advantage of the many benefits.

Ready to learn more?
Let’s Connect.

Build

Preserve

Transition Wealth