Mustard Seed team having a conversation around the desk.

We act as a personal Chief Financial Officer for our clients. We ensure your assets are invested wisely, making sure you do not take excessive risks. We look for ways to minimize your taxes, both on your investments and in your businesses. We ensure you have a sound plan for transferring your assets to your heirs. We work to ensure your wealth is protected, and, for those who are charitably minded, we make sure your gifts are as impactful as possible. No one person can be an expert in all of these areas, so we work with a network of other professionals, and together, we assemble a plan that covers all aspects of our client’s financial health.