Professionals we work with

Who are you working with?

A jack of all trades is a master of none....

So how do we provide a full sweep of services, knowledge, and products? Justin leverages other professional relationships.

Just like we diversify your portfolios, we allocate the oversight to your needs, ensuring a reliable, consistent, & trustworthy experience that is designed to last the ages.

Success doesn't happen in a vacuum. A team approach adds perspective to all we do and provides increased support to clients.

Medicaire Specialists

As you approach Medicare eligibility, your investment strategy and healthcare coverage become inseparable. When your portfolio is designed with an eye toward Medicare rules—rather than after the fact—you avoid surprises that can cost...

Philanthropic Specialist

Philanthropy is more than a donation—it’s a statement of your values and a legacy in the making. Yet without a cohesive strategy, good intentions can miss their mark or even conflict with your broader financial goals. By uniting your...

Certified Public Accountants

Taxes are an inescapable part of every financial story—yet they don’t have to be a plot twist. By aligning your CPA’s tax expertise with your Financial Advisor’s investment strategy from the outset, you transform year-end surprises...

Estate Attorney's

Estate planning can feel like navigating a legal maze—one misstep today can cost heirs critical assets tomorrow. By pairing your estate attorney’s mastery of wills, trusts, and transfer laws with your Financial Advisor’s long-term...

Tax Attorneys (LLM)

Historical Knowledge Matters. Tax law is a labyrinth of statutes, regulations, and precedent. Even the savviest attorney can spend hours chasing the right answer. By pairing a tax attorney’s deep expertise with the speed and recall of...