Our Firm

Our Purpose

  • Honesty/Integrity/Transparency/Consistency/Clients Interests
  • At Back9Strategies, our practice concentrates on each client’s specific needs; we count “Listening” as one of our most important attributes.
  • Our focus is to work with clients, Family Offices and all members of their existing Financial team.
  • We embrace and understand our clients’ individual goals while focusing on the most efficient tax advantages, income generating solutions and legacy planning for individuals, families and businesses.
  • We take great pride knowing that in many cases, our clients have enjoyed opportunities they didn’t know existed or were available to them.