Understanding the challenges of the LGBT2Q+ community and how we help

We personally understand the unique planning needs of LGBT2Q+ individuals and families being active members of the community ourselves. As your financial guide, we help you see all angles of the bigger picture – important things like protecting your family or passing on a legacy to the next generation.

We are innately aware of the sensitivities, concerns and needs of our clients and proudly offer a safe environment where everyone feels confident to be their authentic selves. You can rely on us to provide customized guidance to manage and protect your hard-earned wealth.

Services Include

  • Investment Advice and Education
  • Cash Management
  • Tax Considerations
  • Risk Management
  • Retirement Plans
  • Estate, Legacy & Strategic Charitable Planning

Parental leave policies leave parents wanting more

Paid leave for new parents hasn’t changed much in 30 years – but parents’ needs have.
Family & Lifestyle

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How to mindfully incorporate your favorite things in your day-to-day.
Family & Lifestyle

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Throughout history, select economists have used creative forecasting methods to predict booms and busts.
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Full hands, full hearts: becoming a caregiver

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Relaunching your career with a returnship

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Family & Lifestyle

Double the inheritance, double the planning

Women may be in for double the planning when it comes to managing windfalls.
Family & Lifestyle

7 tips for financially and emotionally navigating a divorce

Find practical solutions to help you navigate your divorce before, during and after you file.
Family & Lifestyle

Wise Words From Six Wildly Successful Women

Learn how these well-known women stay focused in a chaotic world.
Family & Lifestyle

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Personal Finance