CLIENTS WE SERVE

Over our many years of helping clients develop and execute custom strategies that are tailored to their particular situation and objectives, we have developed a set of specific areas of expertise. We take pride in giving our clients the personal service they deserve, so we’ll only work together if we both agree it’s a good fit. Some of our common client types are listed below.

CLIENTS:

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PHYSICIANS

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BUSINESS OWNERS

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DENTAL PRACTICES

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HOTEL OWNERS

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EMPLOYEES WITH OVER-CONCENTRATED STOCK POSITIONS

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CLOSELY HELD BUSINESSES

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TECHNOLOGY PROFESSIONALS

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TECHNOLOGY EXECUTIVES

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RESTAURANT OWNERS

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PROFESSIONAL ATHLETES