We turn your Investment Goals into Action
As investment consultants, the primary thrust of the practice is dealing with high net-worth individuals by helping those individuals manage assets. Some of our clients require management of their personal assets, while others have become clients as a result of receiving lump-sum distributions from qualified pension plans. Since tax laws governing the distribution of money from retirement plans are very complex, we believe that it is essential for people to be working with professionals in that area. Moreover, once those retirement assets are distributed, it becomes even more crucial for those assets to be managed professionally.
