Welcome

"If one advances confidently in the direction of his dreams and endeavors to live the life which he has imagined, he will meet with a success unexpected in common hours."  Henry David Thoreau


Are you living the life you imagine?

Tell us about your dreams, retirement plans, life goals and concerns.

There is no greater way to ensure success than being true to who you are and planning your future.

So take charge of your life. Seek out professional advisors you can trust to help you manage the complex retirement, tax, estate and wealth management issues,

As professional advisors we want to help you "live the life you imagine", as well as build and preserve your family wealth for many generations to come.

Most important, we hope you see the value of working with our team of skilled professionals in the pursuit of your financial goals, dreams and legacy.

We look forward to a future working together.

David Workman, CPA, PFS Managing Partner
Thomas Xenakis, CFP, Financial Advisor & Partner
John Ditri, CPA, Independent Consultant