Our Clientele

FSM clients

Who We Work For

Professional Athletes

Our independent team of advisors understand the unique needs and goals of professional athletes, and help develop a dynamic plan to ensure the success of our clients.


We understand that corporate executive compensation can be very complex, and altered by new tax and regulatory policies.  Our dynamic planning can help corporate executives navigate the ever changing landscape, and plan for the future.

High Net Worth Families

We understand the needs of an ultra-high net worth family and can help facilitate the responsible transfer of wealth through the generations

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