Featured Professionals

Matthew P. McKee, MBA, CFA

Experienced financial professional focused on helping business owners and professionals develop retirement programs designed to grow and protect their wealth during working years and provide cash flow in retirement.

Miguel Sosa, CIMA

We work with successful international individuals and families, who have achieved a level of wealth, usually above $2 Million, and are looking for an experienced and trusted advisor. We work with both US and non US investors.

Gregory Wendt, CFP

Veteran wealth advisor since 1991, specializing in Responsible/ESG/Impact Investing, Independent boutique firm offering customized solutions to values driven investors across the world.

Browse by location

more locations