hold stock options. It includes a tax return, portfolio analysis and investment recommendations. Our Wealth Management Retainer program

management insight with risk mitigation overlays. Our client portfolios are globally diversified, low cost, and tax efficient fiduciary issues. Specializations: Retirement planning, Asset Management, IRAs, Risk Management, Wealth Preservation, Charitable Giving, Trust Distribution Planning

by optimizing the investment holdings in each client portfolio. We use low-cost exchange-traded-funds (ETFs, improve expected capital appreciation, and reduce anticipated volatility / risk. Benefits of working with us include a transparent portfolios welcomed. Contact us for a complimentary portfolio analysis.

and planning services includes asset allocation and "location," portfolio management, customized concentrated wealth management and private equity approach takes into account the asset nature, concentration risks, diversification goals, implementation costs, effective tax management, liquidity

profile properties and the representation of a major portfolio of retailers and restaurants. Our property representation extends. Our tenant representation responsibilities include strategic planning, market analysis, site acquisition, and lease/sales negotiations. We tailor

forums. In addition, it provides strategic planning, portfolio management and network analysis services. The company maintains a presence

legal and dispute resolution expertise include: Risk Management, Contract Review Claims, Drafting & Analysis. Government Contracts, U.S. Public