We work with some of America’s most high-profile executives, helping them maximize their compensation packages, optimize their taxes, structure assets, preserve their wealth and provide for their families.

From reviewing company taxation strategies and employee pension plans to key person retention planning, insurance and owner wealth management, the Financial Architects leaves no stone unturned in helping you optimize your business, your family succession planning and your legacy for the future.

We work with the spouses of Top Executives and Business Owners to ensure that all their family needs are met - both now and in the future. From college planning and asset management to estate planning and ensuring wills are updated and reflect family goals and desires.

Simply put, we help our widowed clients take care of everything financial, and many things that don’t strictly fall into that category. From helping to ensure bills are paid on time, to navigating hospital billing systems or assisting with medicare, we provide our dear clients with the financial support and bandwidth they need to navigate the future with confidence.