High Net Worth Individuals

High Net Worth Individuals

Devising a long-term strategy to preserve what you've earned.

Tax

Due to constant changes in tax laws, our clients require much more than a timely tax return. We emphasize the importance of tax planning while effectively identifying and communication tax savings strategies. You’ll have confidence knowing your tax needs will be handled by our professionals in a timely, efficient manner.

Estate Planning

We’ve guided numerous individuals through this process. We can assist with your estate tax, trust and gift planning needs.

Wealth Management

As a member of The Professionals Alliance Group, we collaborate with Oppenheimer & Co. to help you develop comprehensive strategies suitable to your financial objectives. Oppenheimer & Co. is a leading national investment boutique that provides wealth management and financial services to high net worth individuals, families, businesses and institutions. Our clients have access to Oppenheimer & Co.’s considerable asset management capabilities, as well as an array of investment products and services.

Consulting & Planning

Since we serve clients in a number of industries, we are able to offer a variety of consulting options.

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