OUR GUIDING PRINCIPLES
Success means something different to everyone. To us, peace is the result of success. Our firm is founded on the principal that each client (family/business owner) has opportunities - illuminated by their thoughts and resources, and imaginations. That’s where we come in. We clarify successful client actions– by increasing capacity, declaring their triumph, and establishing an authentic legacy. Want our help?
ADVISORS
Legacy Planning Director
Derrick’s role is to provide a concierge service to his clients. He provides resourceful alternatives to solve complex issues. Business Owners, Executives, Professionals and High Net-Worth Families will value the knowledge and expertise he delivers. Derrick considers a client’s whole environment, realizing a complete understanding of corporate benefits package, retirement plans, investment accounts, insurance contracts, tax planning and real estate holdings.
Wealth Preservation Specialist
Bill has counseled business owners and high net-worth individuals since 1972. The wealth preservation advisory services that Bill brings to the firm encompasses five distinct phases in a client’s financial life, including: Creation and building of net worth, business succession planning, presentation and protection, planning for distribution and protection of the family legacy.