Leon Baburov

"Wealth management" and “financial planning” are phrases that mean something different to everyone. It's no wonder - these broad terms can represent nearly a dozen technical fields including portfolio management, retirement distribution planning, tax efficiency, risk, and estate/legacy planning - just to name a few. And despite the abundance of technical expertise out there, most families still feel unconfident in their direction because of the way they compartmentalized their professional advice.

Our client experience is distinctive for three reasons. Firstly because of the way we pull one thread through all of those technical fields and then align them to your personal values - our role is that of a personal CFO. Secondly, we operate under a fiduciary standard - our commitment is to confidentiality and undisputably deliver the best possible advice. Last but certainly not least is passion. Passion manifested not only in happily spending weekends studying tax law and portfolio theory, but in how much we've helped hundreds of clients over the years secure their retirements, create family wealth that will endure for generations, and have real impact in their communities through philanthropy.

Financial well-being is a major objective in each of our lives – I look forward to helping you actualize yours.

Financial Advisors and Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.