Sentences with phrase «helps affluent clients»
Roberto helps affluent clients address their four biggest concerns: (1) preserving their wealth, (2) managing risk, (3) pursuing financial independence, and (4) taking care of their heirs.
http://www.freedom-advisory.com/ Not exact matches
Though it received pro-bono legal help, that help was from Simpson Thacher & Bartlett, a 122 - year - old, 75 - lawyer firm with a midtown Manhattan address and a laundry list of affluent corporate clients.
Today's affluent clients demand a high level of personalized service to help them manage and grow their wealth.
New Jersey, USA About Blog Financial Advisor provides readers with sophisticated estate planning and investment strategies to help them better invest for their affluent clients.
I have helped hundreds of clients reach sound and peaceful agreements in a wide range of circumstances, including affluent clients dealing with the division of significant assets and business interests, as well as couples under financial stress.