Our firm has the experience to address the most complex and evolving needs of high net worth families. With an enhanced collaborative approach, we’re able to integrate our expertise with advice from professionals such as accountants, tax and estate lawyers, actuaries, pension experts, as well as securities, insurance and mortgage specialists.


 

 As a father and a business owner, I understand the universal problem of too little time in a day. I take ownership of managing my clients' personal and corporate finances so they can stay focused on what they do best in their business and at home. You have a CFO for your business, you deserve a CFO for your family. 

Neil Mahnke, Principal

 

 Clients feel comfortable making difficult decisions when they know I've used my experience and knowledge to evaluate the options on their behalf. I take their trust very seriously. As a professional, it’s very motivating to me to be both trusted and relied upon by people I respect. 

Doug Steinburg, Associate Consultant

 

 When I'm helping clients make decisions I start by quantifying the potential outcomes, so they know I'm offering objective advice with evidence. But I also believe it's important to balance facts and figures with heart. Knowing that they feel good about the outcome is the best part of my job. 

Matthew Lippert, Associate Consultant

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Advanced Financial Planning Department