Case Studies

Retirement Planning

A law firm partner, approaching 60, married with no children, has voluntarily halved his billable hours and income—but realizes he needs to protect his savings to secure...

Read more

Current Retiree

A scientist in his early 60s received a significant buyout from his employer, but needed guidance from a financial advisor willing to work with corporate headquarters...

Read more

Divorcée

The client was in a high-profile divorce from her husband who had broad investments in a variety of businesses and commercial real estate holdings. The client came to...

Read more

Business Owner

A wealthy couple with grown, successful children. The husband was hoping to sell his assets and better control various other assets accumulated and mismanaged over the...

Read more

Download our Award-Winning Investment Advice