Creative

Creative

You’re a unique individual, with your own challenges and opportunities personally and financially. Finding that perfect fit for you drives us each and every day. And that’s why odds are you’ll be surprised by how much deeper we go than most other advisors.

Smart

Smart

Smart can mean many things — and intellect is only one piece of the puzzle. More important is thinking ahead and thinking through personal and business situations to “stress-test” the plans and structures we put in place for our clients.

Counsel

Counsel

Lawyers are called counselors for a reason — at least when they are serving their clients best. We understand that you need attorneys who are aligned with your goals, can provide you with ideas, advice and perspective, while fostering a mutual relationship of trust.

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COVID-19 Matters

Please let us know if you require or prefer additional accommodations, but at present we are taking the following measures in recognition that we serve many individuals who might be considered in the “high risk” category for complications from COVID-19:

  • We are holding in person appointments, but are happy to hold any consultations and appointments by phone and/or video conference call.
  • We ask that our clients reschedule any in office appointments if they or anyone in their household has experienced any symptoms within the last 48 hours and not come to our office or to defer meetings if there has been a recent exposure.
  • We have hand sanitizer available at the entrance of the office.
  • We continue to take extra steps regarding wiping down conference room tables and other surfaces within the office more after appointments to help reduce the risk of exposure to infections.

We realize that these measures may cause some inconveniences.  However, we are happy to err on the side of some minor inconvenience for the sake of safety for our clients, employees and friends.

Our employees are also cautious about their own health and will stay home if not feeling well or if there is a concerning exposure.  We have also found that remote working options have been effective for our professional staff, and continue to make use of virtual appointments and remote work.