Broker Check

Small Business Owners & Entrepreneurs

Business owners and entrepreneurs face a number of decisions every day regarding their business, employees, and family. Our goal is to serve as their lead financial counselor, offering strategies that cohesively support and integrate both their business and personal goals. As an entrepreneur and attorney, our founder Louis Gilman has a unique perspective and can relate to the concerns you face on a daily basis.

Take clients James and Caroline, for example. When they first began working with us, they had recently moved from Europe to the U.S. and required extensive financial guidance. Starting with financial planning, we helped them tackle all their entire financial life, from their mortgage to investments to insurance policies. As a traveling consultant, James also required assistance with his business needs. From setting up corporate retirement plans to aggregating all of his documents and accounts in one easily-accessible place, we handled their many needs as entrepreneurs. As a business owner with a very busy, professional life, we handled the many details of James’ life and continue to provide ongoing counsel.

Have a Question?

Thank you!