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
Build an action plan to protect yourself and your loved ones.
Read
Family & Lifestyle
How to mindfully incorporate your favorite things in your day-to-day.
Read
Family & Lifestyle
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Read
Family & Lifestyle
These internship-like programs are gaining popularity for women re-entering the workforce. Learn what they're all about.
Read
Family & Lifestyle
With these seven moves and a little practice, you’ll come across as cool, calm and collected.
Read
Technology & Innovation
Caring for a spouse or parent is a love story that, like others, has obstacles to overcome.
Read
Family & Lifestyle
Women may be in for double the planning when it comes to managing windfalls.
Read
Family & Lifestyle
Find practical solutions to help you navigate your divorce before, during and after you file.
Read
Family & Lifestyle
Learn how these well-known women stay focused in a chaotic world.
Read
Family & Lifestyle
Having adequate emergency savings can make unforeseen unemploymen...
Start
Savings & Investments
Long-term care is needed by those who can't perform the basic tas...
Start
Insurance
This calculator is designed to help you see the financial impact ...
Start
Personal Finance