We have been a trusted advisor to a select group of individuals for more than 25 years. Our practice centers around working with our clients to find the best ways to manage, protect and enhance their financial well-being.
Since we only work with a small, select group of clients, we take the time to understand each client’s specific goals and deliver customized strategies that match our client's needs. Here are some of the clients we serve:
Wealth management for affluent families can be a complicated and confusing process. We can simply things by drawing on 25 years of experience helping affluent individuals and families grow their assets and protect against economic uncertainties.
Entrepreneurs and Business Owners
Many successful business owners find they don’t have the time or the energy to manage their own personal wealth. Our clients come to us because they are looking for a way to simplify their complex financial lives. We work with entrepreneurs and business owners as their trusted advisor, partnering with them in creating clarity amongst the vast array of “financial pieces”. We use tools and processes that allow our clients to integrate their “financial lives” and focus on what they do best.
Certified Divorce Financial Analyst™
Certified Divorce Financial Analyst™ (CDFA) A Certified Divorce Financial Analyst specializes in the financial issues surrounding divorce.
We have extensive experience acting as trusted advocates for affluent women. We aim to deliver comprehensive and sophisticated financial solutions in ways that are relevant to how women think, learn and prioritize. Often we are introduced to our clients because something has happened in their lives that significantly impacts their financial wellbeing. We take our fiduciary duties seriously as we guide our clients in making well informed financial decisions through transitions such as divorce, inheritance, widowhood, job loss, and retirement.
Retirees and Those Planning to Retire
There is a vast difference between the strategies young couples use to build a "lifestyle" and the investment processes retirees employ to ensure they have sustained long term income. At Plaza, we have the know-how, experience and integrity to help you grow your assets before your retire and protect them when you need the income.
CEOs and Corporate Executives
For more than 25 years, we have been offering sophisticated financial advice to CEO’s and corporate executives. Once we have a thorough understanding of your goals and objectives, we’ll assist you in creating a customized plan designed to integrate your company’s benefits and your personal objectives.
If you’re inspired to transform your accomplishments into something greater, we can help. For over 25 years, we’ve worked with successful individuals helping them navigate the intricacies of philanthropic giving. We can devise a strategic plan designed to support your favorite causes and ensure your legacy endures. Throughout the process, our goal is always to reduce income taxes and minimize estate taxes so wealth can be transferred to future generations.