You have goals, you want someone to talk to, you want that person to be knowledgeable, and you want them to understand your whole situation, so you can have a trusted adviser. We are that adviser.
Founder and CEO, David Glenwinkel, has over his expansive career, worn each and every one of the “hats” we provide services for: tax strategies, business management, and financial oversight. Naturally, as he worked with more EMS clients, he came to realize not only the demand for the type of work, but also the importance of it. By focusing on the three strategic areas, our firm has an unparalleled service that has a significant and beneficial impact on your bottom line.
With providing our clients with a family office style setting, we utilize methods that are tested and true, completely legal, and fully compliant with all applicable laws and regulations. Our clients find comfort in the fact that they have a dedicated team, who provide a high level of service, that can deliver the results we promise.