Protecting our Clients is our Main Focus!
During these unprecedented times, protecting our clients and their legacies remains our most important focus.

Your health is your most vital asset! In order to protect your health and that of our employees, we are taking the following steps to help stop the spread of COVID-19:
– We are encouraging all current and future clients to meet with us via phone or video conference. These meetings are available now and will be treated just like an in person meeting. When you schedule a video conference we will send you a link to access the meeting. The process to set up the conference is simple and fast.
– In person meetings are discouraged for now, but, if necessary, will be conducted using recommended sterilization protocols to keep everyone safe.

Together, we can get through this time and come out stronger!