As a team of CPAs and wealth management advisors, we provide critical tax-optimized investment strategies. We take a holistic approach to designing wealth management strategies that consider every aspect of your financial health, including the tax implications of each decision made. Our process starts with clarifying important goals, having a candid conversation about reality and creating investment strategies to help you reach your goals.
Guy specializes in providing financial planning solutions with a focus on the client/advisor relationship. Working as a fiduciary for his clients, Guy takes special care to work alongside them as they navigate towards their financial goals. He believes that clients who work with a trusted advisor who can help provide…Read More
Damien has been providing financial planning solutions since 2001. He specializes in advising individuals and professional service businesses on personal financial planning, retirement income, and estate planning and wealth preservation. Damien believes in being proactive and empowering individuals and business owners to better navigate their financial lives with his…Read More
Diane has over 9 years of experience as a wealth management advisor. She takes a collaborative approach to working with clients by engaging them in insightful dialogue that leads to making important life decisions, setting financial goals and planning for their ideal future. Diane works with individuals, families and small…Read More