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Our service pillars integrate wealth management with risk mitigation, income and tax planning, healthcare strategies, philanthropy and legacy planning for successful families, professionals and business owners. Our goal is to take all the pieces of your financial puzzle and put them together into a complete picture of your vision of financial freedom. We know that each plan and puzzle is unique, and as your needs evolve and your life unfolds, Generations Wealth and the Kairos Formula helps you pursue your financial independence. 

If you are retired – or approaching retirement – please take the time to explore services and the wealth of information we offer. We know there are no "one-size fits all" solution when it comes to planning for your future. Since we are an independent firm, we are under no obligation to sell proprietary products or services. That means we are objective and selective, offering only those products and services we believe are best suited to help you meet your financial and retirement goals and dreams. 

Wealth Management

We create strategies that are tailored to your needs and goals.

Risk Mitigation 

Managing the risks within your portfolio, lifestyle, family and business.

Tax Planning 

Tax Aware.

Tax Sensitive. 

Tax Proactive.

Cash-Flow Optimization 

Exploring the "what-if's" of your life. 

Health Care Stratigies 

Helping you navigate through Medicare and making sure your long term care plans are met. 

Legacy Maximization 

Estate basics and minimizing the taxes while helping maximize the estate of heirs. 


Maximizing the impact of charitable gifting. 

Value-Added Services

Education and resources to give you the tools to help pursue financial freedom. 

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to see if we are the right fit for you. |  (919) 755-4889

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