Your success is our passion; we enjoy leading you and your family towards greater financial confidence. Ensuring your comfort now and throughout the future while also taking care of your loved ones is critical. We strive to develop a long-term, trusting relationship with you in which you don't hesitate to contact us with questions or concerns.

Maintaining your confidence in your family's financial independence is fundamental to our approach. With you, we create a strategy to help meet your present and future goals, explicitly tailored to your needs and desires. We understand your need for quality of life now and for your family after you are gone. With our estate planning and legacy planning services, we can assist you with planning for the future.

*There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies.  Investing involves risks including possible loss of principal.

The LGBTQ+ community can have different financial goals and needs than other clients.  Institutional obstacles and individual challenges often create financial pressure and stress.

You deserve to work with a financial planner who understands your specialized financial needs. 

Byron and his husband Len are active members of the Palm Springs community, so Byron has firsthand insights into the challenges and circumstances that are unique to the gay community's financial planning.