Points of Differentiation

Upholds Fiduciary Standard

YES

YES / NO

Client assets held with industry leading custodian

YES

YES / NO

In house CPA, Actuary, and Attorney

YES

YES / NO

High Net Worth Financial Planning

YES

YES / NO

Physician Financial Planning

YES

YES / NO

Special Needs Financial Planning

YES

YES / NO

Expertise in providing Estate Planning & Asset Protection

YES

YES / NO

Proficiency in providing Tax Planning

YES

YES / NO

Advisory team and partners hold the following designations and credentials:

• Certified Public Accountant (CPA)
• Behavioral Financial Advisor (BFA)
• Master in Business Administration
• Actuary
• Attorney
• Certified Estate Planning Specialist
• Nationally recognized Financial Advisors
• Wall Street Journal: Ten Five Star Wealth Managers
• New York Magazine: Five Star Wealth Manager Award Recipient

YES

YES / NO

Access to equity research, investment banking and IPOs

YES

YES / NO

Provide independent Trust Services

YES

YES / NO

Part of national top 10 independent broker-dealer

YES

YES / NO