Guiding clients through life’s transitions is rewarding. They cause new financial realities. Birth, death, inheritance, business formation, job change, divorce and business succession are all major transition events. Alan has assisted clients through these for over 30 years. The guideposts of the practice are the creation, retention and distribution of wealth keeping assets and business interests in the family. Alan is board chairman of two agencies that serve the welfare of citizens with special needs. He has staffed his organization with experienced professionals in accounting, finance, law, insurance and investments. Each new client relationship is earned.
*The Five Star Wealth Manager Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014/2015/2016 Five Star Wealth Managers.
