We partner with clients to maximize the value of assets, mitigate risks, and minimize taxes. Virtual CFOOutsourced Accounting ServicesTax Compliance and PlanningCloud SolutionsFinancial Statement Preparation and AnalysisIRS RepresentationBusiness ValuationBusiness ConsultingMergers & AcquisitionsPrivate Wealth ManagementPension PlansExit Planning"Our comprehensive approach to investing and financial planning begins with a complete understanding of your short, mid-term, and long-term objectives. We then tailor a plan of action. Managing risks and minimizing taxes are integral to our action plan. Our total return approach to investing includes low cost exchange-traded-funds, individual equities, and other securities as appropriate."