Now, Later, Legacy

Jeffrey and his wife, Susan in Downtown AnnapolisWelcome to our website. As a life long resident of Anne Arundel county along with my wife Susan, and our extended family. We are grateful to be called to serve our clients here and around the country. Our relationships are cherished and have grown largely through friends and clients introducing us to their friends, colleagues and family. What distinguishes us is our process and cross disciplinary approach to wealth. We help our clients clarify their goals and create a holistic plan, making sure we coordinate with all aspects of their planning. From investments to retirement, risk management to estate planning and business owner planning. Finally we act as a catalyst to make sure these pieces are implemented and reviewed at least annually. To begin the process call 410-987-3590 for a confidential evaluation or visit