Get Power and Control Over Your Finances
Step Toward Your Dreams
Exclusive Wealth Services for SSF Clients, Family and Friends
We work with high-net-worth
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.
Question About Your 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 you 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.