We also leverage our private wealth management expertise to provide business retirement solutions to plan sponsors of 401k, 403b, 457 and defined benefit plans. We pride ourselves on the trusted relationships we build with our clients. We focus on providing individualized attention and customized solutions to our clients' ever-changing financial situation. By becoming a fiduciary partner with our clients, we act as their ''Chief Financial Officer'', developing solutions for anything that impacts them financially. We measure our success by how well we help our clients live life on their own terms.Because we are held to a Fiduciary Standard, we continuously strive to build and grow the trust our clients have placed in us. Being objective and independent is extremely important to us. Our only source of financial compensation is our clients. more... See more text