In Latin, Tota vita means “total (or complete) life.” The Roman philosopher Seneca the Younger famously wrote about “the whole of life” as a journey from beginning to end. Though it can be daunting to stop and consider the full picture of your life, it is an essential perspective that provides a starting point to enhance your financial situation today, tomorrow, and through the next generation. We are your trusted partners through your life’s journey.
Whether you’re in Florida or California, we make it a priority to meet with our clients at least once every year. To protect our relationships and accessibility, we adhere to a set limit of clients with whom we work. This allows us to continue providing the access and resources of leading institutional firms with the personal attention of a boutique practice.
In addition to working with individual investors, business owners, and philanthropists, we specialize in helping clients through retirement and other life transitions. From receiving an inheritance, exiting from a business, or needing to building a reliable income stream and preparing for the next chapter, we can help you make wise investment decisions and navigate towards a secure financial future.