Specialized Services for High Net Worth Individuals.

Individual and family wealth often goes hand-in-hand with the evolving need for specialized services.

Your situation is unique and so too should be the advice you are given. From navigating intricate tax and asset protection strategies, to developing financial, estate and giving plans, our team is highly specialized in serving high net worth individuals. You’ve worked hard for your money and we’re here to help you protect it.

Our team is proud to work alongside our clients as trusted advisors providing personalized and integrated services geared towards setting up future generations for success. We strive to understand your unique needs so we can create a plan specific to you.

Ready to get started? Schedule a consultation.

Resource Articles

The New 1099Ks Are Coming: Are You Ready?

With the new lower thresholds for transactions through eBay, Zelle, Venmo, PayPal, and other platforms, more businesses and individuals may receive a new Form 1099-K come January 2023. Here’s what you need to know.

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Drives a 1930 Model A Ford

Robert Jacobson

CPA MST

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My happy place is the lake

Sunny Kostecka

CPA MST

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Master craftsmen in woodworking and cabinetry

Christian Klaas

CPA MST

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Loves spending time with family

John Cremins

CPA MST

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Has shown dogs at Westminster

David Perry

CPA MST

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