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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.
Senior Wealth Adviser