Welcome to our website! If you are looking for a blend of personal service and expertise, you have come to the right place! We provide concierge-style sophisticated financial management services to entertainment industry individuals and companies, athletes, and high-net worth individuals.

Wouldn't it be nice if all you had to do was pursue your passions, enjoy your family and not be burdened with making sure your financial life is in order?

As your personal "Chief Financial Officer," we take care of your complete financial life to help you reach your goals. We provide and manage all aspects of personal financial planning areas (investments, insurance, retirement, estate, college funding, tax planning, etc.). As your business office, we handle all the day to day needs of your personal and business finances. We make sure all these important financial matters are handled so you can sleep like a baby.

Our firm's reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service and specialized staff spell the difference between our firm and the rest.