Team of Professionals

We are a team of 50+ best-in-class specialty advisors who have proven to be "pros" in our areas of expertise in providing meaningful solutions to business owners and families.

Collaborative Approach

We work closely with a client's CPA and Wealth Advisor to ensure all parties are collaborating around the best solutions. We add "bench strength" to CPA's and Wealth Advisors looking to provide more proactive and holistic solutions.

Superior Results

Advanced business, tax, and investment strategies require the collaboration of key advisors and one or more Pro Advisors to achieve superior results.

Areas of Expertise:

Tax Planning

Business Strategy

Wealth Management

Legal Structures

Risk Mitigation

Family Governance

Connect With Us

If you are a proactive and forward-thinking CPA and would like to learn more about our Pro Advisor team, please connect with us and join our team.