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Why work with us

Helping you become future ready.

We can help you make informed decisions, design a strategy, engage the right team of advisors, and keep you on track so that you can focus on what you do best.

We provide an integrative suite of planning services to individuals, families and business owners that cover all aspects of their financial life. Our responsibility is to work closely with you to identify your goals and keep you on track.

Practice Leader

Peri Ann Aptaker, Esq., CPA, CFP®, Managing Director

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Our Wealth Management Services Include:

  • Asset Protection & Insurance Planning
  • Charitable Planning & Donor Advised Funds
  • Education Planning
  • Estate Planning
  • ​Income Distribution Planning
  • Investments
  • Personal CFO
  • Retirement Planning
  • Tax Planning

Ready to talk? Connect with us today

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