“In this world nothing can be said to be certain, except death and taxes”. – Benjamin Franklin


No one likes tax time. At least no one that we’ve ever met, but taxes are an integral part of the wealth management process. We analyze all aspects of our clients’ taxes and implement investment strategies that minimize their income and estate tax liabilities. We also offer preparation of tax returns through our subsidiary, Dugan & Company. We do not solicit our tax preparation services and they are provided only to our wealth management clients.


By combining tax planning and tax preparation services, we are able provide highly comprehensive and detailed wealth management advice.