Who We Serve
The company that poured your driveway, the financial planner who manages your IRA,
the psychologist who guides you through life's rollercoaster, the international investor who receives your monthly rent,
the staffing company that found your last job, the private school your children attend, your neighbor's home builder,
the home healthcare nurses who care for your aging parents, your hairstylist,
your landscape company, the realtor who listed your last house, the food pantry feeding those in need...
We serve you and those who serve you - the ones who invest in the growth of our nation, communities, and world, and organizations pursuing the betterment of society. With the evolution of technology, we can work with clients in our office complex and those on the other side of the globe. Some of our most common clients include the following:
- Construction companies
- Real estate investors and developers
- Not-for-profit organizations
- Foreign corporate and individual investors in the US
- Estate personal representatives and trustees
- Manufacturers
- Professionals, including physicians and attorneys
- Service providers
- US tax residents living or investing abroad
- Self-employed individuals