get to know our clients

Who We Serve

Military Families

Active Duty, Reserves, National Guard, Retired, or Transitioning from Military Service—thank you for the incredible service and sacrifices you and your family make for our country. It’s our privilege to serve those who served, and we tailor our approach to fit your unique situation.



We understand the many financial considerations and military benefits involved in managing your financial well-being. From TSP, SBP, and SGLI to VA disability ratings, the GI Bill, and Tricare, we’re here to bring these moving parts together into a clear, actionable plan, helping you make informed, strategic financial decisions.

Maritime Professionals

Whether you’re out at sea, beginning your shoreside career, or advancing in your profession, we’re here to create a financial plan that aligns with your goals.



With a deep understanding of the maritime industry and a unique connection to your background, we bring valuable insight to your financial journey. Acknowledging the demands of your schedule, we aim to support your goals efficiently, no matter where you are in the world.

Individuals & Families

Whether you’re just starting to invest, well-established in your career, or preparing for retirement, we’re here to help you create a plan and manage your finances wisely.



You’ve worked hard, and you deserve confidence in your financial future. We’ll help you look ahead, building a strategy that supports your shift from a career to enjoying the wealth you’ve built.

Together, we’ll keep your goals in sight and provide guidance through every transition along the way.

Life Transitions

Death / Loss of a Loved One – Losing a loved one can be overwhelming. From unique estate planning needs to military honors, we offer concierge-level support to surviving family members during this difficult time. Our goal is to protect your family’s legacy as intended, guiding you through each step to ensure your financial health remains secure for the future.

Divorce – Divorce brings significant changes to both life and family. We’re here to manage the financial aspects, allowing you to stay focused on what matters most.

Family Trusts

We understand the complexities and responsibilities that come with your Family trust (Irrevocable and Revocable). Our team is dedicated to supporting beneficiaries by managing trust assets with the utmost attention to their unique needs and goals. We work closely with trustees to uphold the fiduciary standard, ensuring that the intentions of the trust grantors are honored while safeguarding beneficiaries’ financial futures. Not happy with your bank trustee? We have resources for that too!

For those setting up a trust, we provide guidance to help you build a legacy that reflects your values and protects your loved ones. Trusts are intricate tools, and ensuring they are properly structured requires both technical expertise and a nuanced understanding of family dynamics. Our experience allows us to offer thoughtful and diligent support, giving you the peace of mind that your family’s interests are at the center of our work

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