We work with high-net-worth individuals and entrepreneurs to reach their wealth and investment goals.
SSFFA Personal Financial Dashboard gives you on-demand access to your financial picture in one place.
We work with privately-held and family businesses and business owners to realize their financial future.
With more than a decade of experience, we have built our reputation around integrity and the commitment to our clients’ success, not a commission check.
As both CPAs and financial advisers, we have the foundation to create an all-encompassing view of your investment planning while maintaining a keen eye on tax considerations.
We consider every possibility available and will never limit you to proprietary products or a one-size fits all solution.
We’re here to help answer your questions. Financial investments and planning can be complicated, our experts are on hand to help you every step of the way.
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Founding Partner & Financial Adviser
Client Services Manager