Attorneys and other professionals within the legal community rely on us to analyze, structure and methodically execute a tailored wealth strategy to achieve their goals.

We nurture long-standing financial relationships by being aligned with each clients’ unique goals and remaining attentive to their specific needs.

We provide a comprehensive and balanced wealth solution in every area containing a financial element. We advise our clients in the following areas: investment management, retirement planning, estate planning, various types of insurance, benefits and compensation.

Applying the discipline, professionalism and focus you value in your own work, we attend to every detail to help you achieve your savings goals, mitigate risk and preserve the lifestyle you have created for yourself.

We know meaningful wealth is created through careful planning and co-investing in the process. We look forward to opening a discussion with you about how to best serve your immediate and long-term goals.

Kara S. Boccella

Kara S. Boccella
Managing Director