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Who We Are

HomeWho We Are

Our vision is to provide exceptional service and value to our clients by focusing on core strengths. As an independent boutique firm, we have the freedom to select legal engagements that fall in the sweet spot of our expertise. Clients receive efficient and attentive representation from seasoned practitioners, without excess staff or overhead.

We bring to the table years of experience from the area’s largest law firms and highly successful boutiques. From a foundation of three partners in 2003, we have grown cautiously but steadily into a national leader in private wealth planning and closely-held business needs.

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