My purpose in life is to build enduring legacies.
— Salim A. Nathani, Founder

We understand that financial planning is about people and their goals.


Our focus is on our clients. With integrity in what we do, we nurture our team and partners so that we provide excellence in all we do.

We have been working with individuals, families, businesses and institutions to customize and manage estate plans, tax planning and portfolios designed to optimize the probability of success using our proprietary strategies and techniques we have developed over the course of multiple market cycles.



Find out about our organization, mission and our methods.

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Ready to take the next step? You can change the course of yours and your generations financial life through action.

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