We work closely with your other advisors, including your CPA and attorney, to facilitate execution of your portfolio management and financial planning in ways most beneficial to you.
We maintain a network of relationships with tax and legal advisors to assist clients with establishing needed relationships with other professionals to support their planning.
We are members of the Society of Financial Services Professionals.
Schwab Advisor Services is our recommended custodian. Investments are held by Schwab and Schwab prepares periodic client account statements.