OVERVIEW
Introduction
Location
Background
What We Do

Profile
Our Planning
Time Parameter
How We Charge
CREDENTIALS
Professional Information
Books
Texts & Articles
MODEL
Wealth Strategies GETTING STARTED
Protocol
Important Links

Contacting Us

Thomas Rogers, JD, C.P.A.
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Thom
Thom Rogers J.D.,C.P.A.

A PROFILE OF OUR CLIENTS

Our greatest challenge is communicating to prospective clients and their advisors the magnitude of what we can accomplish for them.

We serve the specialized planning needs of high net worth individuals and families with differing backgrounds, vocations, and personalities, who have much in common:

  • A need to bring order to their affairs.
  • An enthusiasm to help loved ones and causes they care about, and the resources to do so meaningfully.
  • A distaste of publicity, bureaucracies, waste, and red tape.
  • The desire to expand their horizons far beyond present boundaries.

Our clients enjoy the company of people who understand them, and who appreciate their goals, values, and passion for life's important matters.