Financial Solutions for Dental Professionals



Our expertise is in utilizing integrated tax & investment strategy to spot strategic opportunities for both your Dental Practice and for you as an individual.

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Investment Planning

Strike an optimal balance between risk and reward through portfolio construction and the discipline to hold fast to one’s investment program during the peaks and valleys of the business cycle.



Income Protection & Asset Preservation

Safeguard your practice and hard-earned capital from common pitfalls. Removing the fear of losing principal, loss-averse investors can select strategies designed to help you stay on track.



Business Valuation & Litigation Support

Professional, certified business appraisals if you are selling or buying a practice or an interest in a business, planning your estate, preparing the estate tax filing, or settling a contract dispute.