Private Client Services
Comprehensive financial guidance
Through careful planning and attention to long-term goals, we guide the complete financial planning process for individuals and their families.
Personal Financial Services
From strategic tax planning to investment management and estate planning, our team of professionals works diligently to address issues facing successful individual clients.
Our expertise:
- Tax minimization and planning
- Estate and trust tax planning
- Charitable and gift planning
- Financial concierge services
- Partnership planning
- Wealth management
What We Do
Meet Our Professionals
Marcy joined the firm in 1995 and has worked with a wide range of clients, including high-net-worth individuals, private equity, financial lending, distributors, manufacturers, and other closely held businesses. Marcy has a special interest and expertise in estate planning and estate tax returns, estate income tax returns, trusts, and gift tax. She also guides them…
Marcy's EXPERTISE
- High-net worth individuals
- Closely-held businesses
- Manufacturers
- Certified Public Accountant
- Strategic tax planning and compliance
- Certified Specialist in Estate Planning (CSEP)
- Private-equity and financial lenders
