We are a professional, investment advisory firm that deals with complex issues that are a part of any high net worth business or individual's needs. We have the added benefit of our principal being an attorney in California with over 25 years of law and investment advisory experience. Couple that with a national network of seasoned professionals in various fields to enable us to meet the most complex needs of our clients. Through the firms integrity and a through knowledge of this industry, we can provide sophisticated investment management and estate planning for high net worth business owners, families and foundations. Offices in California (near mountains and lakes)and North Carolina (near the beach, intracoastal waterway).
Tell us a bit about who you are and the people you reach
High net worth Business Owners, Families and Foundations.
Individuals that may be at a crossroad in their lives and need expert investment/business/estate advice.
We need to have an identity created for us that includes Logo, Tag Line on website, stationary, and business cards. We are open to seeing your creative side, but remember our audience and the need to relate to this very select group of business owners and individuals.
Our web site is a work in progress, but... it will provide you with more information on who we are and how we are different from every other Investment Firm you may run across. Please review the following web site which we are still actively building...