Available Services

Marketing

If it happens online, we’re the team to assign.

• Our highly skilled Online Marketing Team is here to help you with all of your digital marketing needs. We handle the strategy, execution, monitoring and optimization of all digital efforts.

• Areas of expertise include:​

• Social Media: Paid Ads and Organic Strategy

• Analytics and Tracking

• Search Engine Optimization (SEO)

• Email Marketing

• Content Marketing & Strategy

• Yelp Advertising 

Financial Consulting and Services

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• In-house or Virtual Tax Services

• Strategic Financial Planning

• Equity Debt Fundraising

• Wealth Management

• Audit Preparation

• Internal Controls

• Capitalization Table Management

• Technical Accounting Rules Implementation

 Web Services

​While design concepts have changed, and a Mobile-First responsive approach to design is somewhat new, what hasn’t changed for us is that we have always believed that form follows function, and that user experience is everything.

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• Managed Web Services

• Web Personalization

• SEO content design 

Finance Capital Consulting

• Risk Management 

• Financial Growth Strategies 

• Socially Responsible Investment

• Value Identification 

• Business Plan valuation

Wealth Management

• Financial Planning

• Trusts

• 401(k) retirement

• Asset Protection

• Estate Planning