Understanding

Our group has over 45 years combined experience in Wealth Management. Members' backgrounds entail a former estate planning attorney, real estate broker, and business owner. Our team of professional advisors, both in and out of UBS, include finance, retirement, insurance, trust, tax professionals, and estate professionals.

We pride ourselves on serving clients; including but not limited to individuals with special needs and/or their guardians, curators and trustees, caretakers and minors, in establishing an investment plan and a budget designed to meet their financial needs and control their wealth. Beyond our professional experience; we have over 30 years of personal exposure with our own immediate family member with special needs. We are honored to serve your needs and we look forward to delivering advice that is relevant to your financial success.