A full range of professional financial services for high net worth clients that include but are not limited to tax services, retirement and estate planning and family office services.
Our patrons are our most valuable asset, and serving them is our mission. Our goal is to provide useful advice according to the individual’s requirements and not boilerplate solutions.
High net worth individuals and families have complex – often very personal – needs that require sophisticated planning and attention. These unique requirements are far better served by a firm focusing exclusively on clients with similar priorities. It was on this basic tenet that our company was founded by Russell T. Hauer, CPA, CFP®, in January 2007.
2200 RENAISSANCE BLVD., SUITE 320 KING OF PRUSSIA, PA 19406