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“We work with Scott, first because he truly cares about his clients, and we also appreciate his varied knowledge base. He’s a CFP®, CPA and Attorney…I don’t know anyone else who brings together all the different areas of experience. Scott is someone who can answer all our questions with regard to asset protection, trusts, taxation, and many other related concerns. He also provides a priceless education in the process.” – Wes M.



We are not limited to a specific company. This allows us to choose the best solution for your situation.  We also act as a fiduciary, which means we must act in your best interest.

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Our holistic approach to wealth management draws on Mr. Steiner's experience as a CFP®, attorney and CPA.  This allows us to help you pursue your financial goals more seamlessly.

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We work with you to develop a customized plan unique to you and your goals.  This plan allows us to provide you with an organized, simplified approach to your financial issues.

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