Kurt’s background and experience as a lawyer, CPA and CFP have proven to be a great boon to my family and our business. We’ve never been able to find anyone with knowledge in all of these areas that can help us coordinate our family’s wealth management needs without having to consult 15 different advisors. What a find! Thank you Kurt.

John E. Thomas, Pittsburgh, PA

Sound technical expertise and analysis are some of Kurt’s best talents. With all of that technical training and background we knew the strategies were technically sound. But we were really impressed with his ability to think outside the box. His implementation of our investment plan and coordination of our other advisors has been key in getting things done successfully.

Tom Peterson, Chicago, IL

We made some choices when I first started working with Kurt that I wasn’t quite sure of. He led us through it and helped us to understand what we were getting into and why it made sense. Now that time has passed, the advice was right on point and we are elated that we followed the game plan we created together.

Jeff Pincus, Carlsbad, CA

Kurt helped us realize that it’s not just about money. It's more about the other things in life that are important to us. We had a lot of fun putting together our top 50 list. Now the real fun will be in getting to do all of those those things and never regretting what we didn't do or see or where we didn't go.

Pat & Paulette Downey