News and Commentary

Founding Members

News Photo

We have dedicated this page to our dear friend and former colleague, Joe Watson.

News Photo

We have dedicated this page in memory of our dear friend and colleague, Gary Rooth.

Frequently Asked Questions

News Photo

We have listed just a few of our most commonly asked questions. If you have a question that is not found here or have a question on the answers included, please don't hesitate to contact us directly. Absolutely all questions are welcome!

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

December 01, 2025

Recent Update Photo

A Family Conversation on Estate Planning

Having a conversation regarding your estate plan can help ensure that everyone involved in the eventual management and settlement of your estate understands your wishes.

November 03, 2025

Recent Update Photo

Tax-Smart Charitable Giving Strategies in Light of OBBBA

The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.

October 06, 2025

Recent Update Photo

Keep More of What You Earn: Building a Tax-Smart Portfolio

By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.