Melanie Weinberg
Managing Partner
Melanie Weinberg is a Financial Security Advisor to high net worth families and businesses specializing in intergenerational wealth transfers, tax minimization and estate augmentation strategies, as well as charitable giving, corporate planning, and employee benefit programs.
Jonathan Green
Partner
Jonathan Green has been providing professional financial advice since 1976. He guides highly successful business owners, professionals, and their families on a variety of matters dealing with wealth transition and business succession.
Cindy
Partner
Chief Financial Officer
Napa
Chief Happiness Officer (CHO)
Steven
Client Service Associate
Diane
LL.B, TEP, CLU, TEP, FEA
Life Insurance & Estate Planning Tax Law*
Glenn
LL.B, TEP, FEA
Life Insurance & Estate Planning Tax Law
Jean-Pierre
B.A.A, LL.B, M. Fisc, Pl. Fin, CSF
Fiscaliste, Tax & Estate Planning*
Chris
CPA, CA, TEP
Trust, Tax & Estate Planning*
Kevin
LL.B., CLU, TEP
Tax & Estate Planning
Florence
LL.B, TEP
Tax, Retirement & Estate Planning
Serge
CPA, FCPA – HNW Tax Specialist*
Nadia
Group Insurance & Employee Benefits
Suzana
Group Insurance & Employee Benefits
Romeo
FALU, FLMI, ACS
Advanced Underwriting Specialist*
Marie-Claude
Underwriting
Kim
Underwriting
Brigitte
Actuary
Jean
Actuary
Jessica
Actuary
Christine
New Business Administrator*
*Our team has direct access to experts for advanced underwriting, actuarial, tax and estate planning with life insurance through PPI Advisory, a national insurance marketing organization specializing in advanced planning for high net worth advisors.