Get in touch with Rob
Estate and Insurance Advisor
Much of the opportunity in your wealth, and many of the gaps, can develop outside your investment portfolio - whether it's the estate taxes breaking down family wealth or unknown liabilities exposing you to risk.
That's why we enlist the specialized advice of external experts, often in the areas of tax & estate and law. Through this network, we can better inform, adjust and implement the recommendations we make. It's also why we work with your current accountants, lawyers and other advisors on an ongoing basis to coordinate and properly align all strategies related to your wealth.