As a national practice, our clients are located from coast to coast. Given the highly personal nature of our client relationships, we consider many to be friends, and we look forward to meeting and interacting with them. Our clients include a predominance of people in some of the following categories:

• Attorneys (law firm partners)
• Finance professionals, such as bankers, CFOs, CPAs, and more
• Business owners and business retirement plans
• Individuals and families experiencing life transitions, such as retirement, a job change, widowhood, business sale, or sudden wealth event.