Our process
Our process
1.
Discuss
2.
Pitch ideeas
3.
Work hard
4.
Show client
5.
Partyyy
Discuss
2.
Pitch ideeas
3.
Work hard
4.
Show client
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.