With almost 25 years of working in the Delaware Valley providing financial advisory services to our clients, we have many strategic alliances with attorneys, accountants, insurance professionals, and bankers.
We have relationships with many different law firms throughout the Delaware Valley. Most interactions with attorneys will involve estate planning. The attorneys we have worked with appreciate the team approach we take. We will work with your attorney, or, if you need recommendations, we will provide a list of attorneys that we believe are a good fit for your situation.
Also, there may be other situations in which the need for an attorney is necessary. For instance, for business purposes, or personal matters. Whatever the case may be, we will be sure to enhance your current relationship or find you a new one.
We want to work very closely with your accountant. A critical part of our investment strategies involve managing your assets on a tax-efficient basis. With every trade we make, we take the tax effects into consideration, and we will look to communicate with your accountant throughout the tax year – especially in the 4th quarter of the year.
Although we have various capabilities in reviewing and analyzing insurance policies and coverages, we also can provide you with access to a complete range of insurance professionals in life, disability, long term care, and property and casualty insurance matters. (We do not sell insurance).
With a near 20-year background in working for large regional banks, we can make introductions to banking services for you with banks ranging from the small local bank, to the largest in the country.