Going beyond begins by connecting on a personal level.
We are friendly, approachable and easy to talk to about any issues you’re facing.
We act as life consultants across a wide range of circumstances that go well beyond financial.
We provide extensive and focused experience for each family we serve.
We guide families through death, divorce, dementia, disability or retirement to find clarity and comfort.
A trusted confidante and compassionate listener.
We exclusively serve outstanding women who want to grow and protect their wealth and nurture their families. For over 30 years, Howard Kramer has built a reputation as a personal confidante and a trusted advisor.