Our Services

 Our Clients:

  • Retirees, Pre-Retirees and employees in transition
  • TIAA-CREF plan participants
  • Recent widows, divorcees, and widowers
  • Non profit, religious and charitable organizations
  •  Moderate to high net-worth individuals & their families
  • Securities law firms and their clients

Our Services

  • Professionally and actively-managed investment portfolios
  • Values-based financial and estate planning services
  • Fiduciary and socially responsible investment consulting
  • Rollover and retirement advisory Services
  • 401(k) and other employee retirement plans
  • Expert witness and litigation services for law firms