Dream BIG: Empowering the Finances of Jewish Leaders

We hold ourselves accountable to do exactly what we say we’ll do, which is to serve the best interests of our clients. Accountability goes beyond merely handling your financial planning, investment, tax, and estate planning needs. It also means communicating effectively and reliably to keep you informed on your progress in achieving your long-term goals and objectives. As fiduciaries, we are committed to acting in your best interest with the highest level of care and integrity in every aspect of our work.

We are thought-leaders and groundbreakers in providing a comprehensive range of financial services designed specifically for our unique client base of Jewish clergy, educators, and executives of Jewish non-profits. We are a firm of leaders serving leaders. We’ve been in your shoes. We understand the joys and oys, the stresses, and the challenges you’re facing – and we share many of the same values as you. Our hope is to take some of the burden of financial management off your shoulders, while remaining true to your values, to free you to become a stronger, more focused leader of your family, your congregation, and your community.

Every client we serve has their own personal needs, goals, objectives, values, and threshold for risk. That’s why we specialize in providing custom-tailored solutions for each client. We evaluate your family and estate situation, your tax status, income requirements, values preferences, and your whole realm of retirement plans and other investments, and then we create a plan designed specifically to pursue those objectives.

We understand the unique financial needs of our specialized client base, and work collaboratively to chart a path that works the best for each client. But we know where our knowledge and experience lies – and where it ends. As the quest for excellence is the foundation of our work, we are committed partnering with your other advisors to address your financial, tax, estate, and investment needs of our clients. Need a referral? We have a nationwide network of leaders in their fields we are happy to connect you with.

Holistic financial planning for clergy and non-profit leaders encompasses far more than simply picking a few funds for the portfolio or determining retirement contributions. Our experience in guiding the financial and life decisions of others has led to a deep understanding of the unique investment opportunities, student loan repayment programs, tax breaks, and retirement and legacy planning options available to our clients.

We guide our practice on a foundation of Jewish values, drawn from our founder’s two decades of dedicated leadership and service as a Cantor and pastoral counselor. Serving the financial needs of our clients is our passion and our purpose in building this firm. And just as we’re guided by our own values – established through strong family values and Jewish education – we strive to help our clients align their investment strategy with their own personal values and preferences, as well.