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Paul's experience ranges from working with individual clients to large institutions. Paul serves individuals and families holistically by integrating tax/estate planning and wealth management. Some service examples include: Retirement income tax bracket planning to maximize the lowest tax bracket before required minimum distributions begin; determining best time to take Social Security given expected income and taxes; Roth Conversion and IRA Distribution Planning; Portfolio Management targeting best after tax return; Tax Saving Strategies for high income earners and executives.

David B. Rosenstrock, CFP®, MBA, has been dedicated to the investment management field and helping individuals effectively manage their wealth for over twenty years. As an independent financial advisor, he has the benefit of access to investment options that may not be available to financial advisors tied to large Wall Street Firms. Since entering the financial services field in 1995, David has worked at several broker-dealers focusing on fixed-income and equity markets for institutional investors and started his career as an analyst at Goldman Sachs.