“Our firm is a business/family consulting organization created on the belief that our clients are our greatest asset and that our clients deserve the very best in terms of effort, care, and intellectual capacity delivered objectively and timely.”

I am an attorney, certified public accountant and a managing director of Capital Preservation Partners, Inc., a registered investment advisory firm. I specialize in tax and investment planning geared toward assuring you a successful retirement. If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and friendly. Please contact us for a free introductory meeting.

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

Please fill out this form and let us know how we can be of service. We will happily offer you a free introductory meeting to determine how we can best serve you.

Thank you for visiting. We look forward to working together!