Welcome to the firms' website. Our goal throughout the site is to provide you with information and knowledge that may ultimately lead to improving different aspects of your comprehensive wealth management landscape.
Company Statement of Vision & Virtue
We work primarily with the high net worth family, professional and business owner to fully integrate all pertinent aspects of one's planning picture according to business, personal and family values and goals.
Most of our high net-worth clients have had the opportunity to work with their advisors - from tax preperation to wills and trusts - all in an effort to solve some specific concern or issue, without consideration of the impact a proposed solution has on the client`s total planning picture. This can lead to confusion and potentially, financial loss. Complexity in today's financial world with dynamic business or family arrangements can also challenge specifics in implementation.
Our primary focus will be to consult in order to bridge the gap(s) between one's concerns and specific goals, objectives and values in tandem with designing a fully integrated plan. The firms' goal, and hopefully realized, is to achieve the highest level of outcome for all concerned - emotionally and financially. Thank you and best regards,
John T. Baxa, CFP® Presidents Bio