Our Qualifications

We provide written financial plans focusing on clients who have legacy, estate planning and real estate issues or interests.  We work with individuals and businesses across the United States.

Bill became an investment advisor in 2000.  Prior to that he has over 30 years of experience in real estate having served as principal in nearly one-hundred million dollars of syndications.  Bill was acquisition chief and tax matters partner.  He is currently a Registered Representative of Grove Point Investments, LLC. He is also an Investment Advisor Representative with Grove Point Advisors, LLC. Member FINRA & SIPC.

.