Whether your assets come from an IPO, a merger or acquisition, the sale of a business, or a substantial inheritance, we know you are grappling with a number of very important personal financial questions. Answering these questions is the heart of sound financial planning and wealth management.

We deliver professional investment management with a unique integration of tax and financial planning designed to help each client meet their personal financial goals. A combination of seven factors sets us apart from other firms:

• Single-Source: Our experienced team of financial professionals offers a fully integrated suite of financial services and a single contact to manage all of your tax, investment, estate planning, and other financial related matters.
  
• Specialists in Concentrated-Stock Diversification: We have extensive experience in helping company executives and individuals with significant holdings of single-company stock protect the value of that stock and diversify effectively.
  
• Integrated Tax Planning: We offer sophisticated strategies that aim to minimize income taxes while diversifying and growing your investments, and to minimize gift taxes when transferring assets to loved ones.
  
• Independence and Objectivity: We operate under the rigorous standards for a legal fiduciary. We do not sell products, nor do we accept product commissions.
  
• Results Focused: Investments are a means to an end. Our goal-based investment planning process is designed to deal with significant events, both expected and unexpected, in our clients' lives and in the external environment. As conditions change, mid-course corrections can be quickly implemented to keep your plan on-track.
  
• Execution Excellence: Our high staff-to-client ratio allows us to be highly responsive and to personally manage the details of your investments and taxes, including the ongoing administration of family trusts and private foundations. We handle the details.
• Comprehensive Resources: We are a founding member of Focus Financial Partners, LLC, a partnership of independent investment advisors and one of the nation's largest independent wealth management organizations. Our clients benefit from the investment management resources and financial strength of a preeminent national organization, combined with the objectivity and service quality of a local independent investment advisory firm.

We invite you to learn more by reviewing our website, or click on the link below to download an overview brochure.

Founders Financial Network
Overview Brochure

You can also download our Quarterly Investment Update that gives some perspective on recent activity in the global investment markets.

Quarterly Markets Review
Q2-2010

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