Cleveland Office
28601 Chagrin Boulevard
Suite 300
Cleveland, OH 44122
Naples Office
999 Vanderbilt Beach Road
Suite 200
Naples, FL 34108
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The SEC prohibits advisors from publishing testimonials from clients. If you like, any of our clients would be happy to share their experience with our firm—just ask.

We meet almost all of our new clients via introductions from existing clients—so this is very important, and we’re happy to accommodate.