“Questions, communication candor, the willingness to discuss ‘things you don't  know, you don't know’.

 We are here to listen and to build you customized, risk assessed, and risk mitigated set of solutions.”

- Alan Topchik, Founder and President

See below for a description of the clients we enjoy working with. In addition, to learn more about how we collaborate with your professional partners and others, click here.

Business Owners

More financial products are not what business owners need. They need strategies specific to their business, innovative ways to retain employees, a solid plan for eventually selling the business, and a way to create even more wealth once they do.

Solopreneurs

There are many strategies available to company founders with no other employees. Special provisions in the tax code allow us to plan out creative solutions that can often avoid issues larger companies must deal with.

Family Offices

Every family office has their own set of philosophies and goals. Many times they already have an experienced team. Our role for this type of client is that of a trusted advisor who can complement each office’s strengths with innovative ideas.