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Your Financial Partner During a Divorce

During this emotional and uncertain time, we help clients regain control of their finances at every stage of the divorce process, providing clarity, stability, and strategic guidance for a secure future. 

Our Approach

We are a trusted partner for individuals going through a divorce, as well as a valued resource for their attorney. Clients rely on our team’s deep expertise, experience, and credentials in divorce analysis, financial planning, and investment management through all phases of a divorce.

What’s more, clients value our ability to act as an objective sounding board during this emotionally charged time in their lives.
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A Distinct Set of Services

Expect personalized guidance and specialized support as you navigate every stage of the process.

Comprehensive wealth management provided by our team

Objective: Empower you with resources and tools to live the life you envision and achieve your most important goals

Services:

  • Comprehensive financial planning that incorporates terms of the final settlement
  • Financial education
  • Investment management
  • Support for asset transfers and settlement terms
  • Guidance for updating your estate plan

Committed To You

With more than 30 years of meeting the needs of high-net-worth clients, our team possesses the technical know-how and deep experience to address the complexities of a divorce.

Specialized credentials held by our team 

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Perspectives To Prosper

We meet you where you are in your financial journey, providing insights that encompass topics from the simple to the complex.

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