About Us
Discover how our personalized planning, protection, and business services can help secure your assets and build your legacy for generations to come.
Comprehensive Solutions for Your Future
Since our founding, we've been dedicated to providing our clients with expert guidance in planning, protection, and business services. We understand the importance of securing your assets and planning for the future.
Our team of professionals brings decades of experience in legal, financial, and business matters to help you navigate complex regulations and make informed decisions.
Our Principles
Guided by strong principles and a clear direction, we strive to deliver excellence in everything we do.
Our Mission
To provide comprehensive and personalized planning and protection services that empower our clients to secure their assets, plan for the future, and achieve their long-term goals with confidence.
Our Vision
To be the most trusted advisor for individuals and businesses seeking expert guidance in legal, financial, and business matters, known for our integrity, expertise, and client-first approach.
Our Values
- ✦Integrity in every interaction
- ✦Excellence in service delivery
- ✦Personalized attention to each client
- ✦Continuous learning and improvement
- ✦Commitment to long-term client success
Our Expert Advisors
Our team of expert advisors brings decades of industry experience to help guide our strategic decisions and provide exceptional service to our clients.
Jennifer Martinez, Esq.
Estate Planning Specialist
Robert Chen, CPA
Tax Planning Director
Ana Rodriguez, MBA
Business Services Manager
What Our Clients Say
Trusted by businesses and individuals across the country for our exceptional service and results.
Sally P.
Individual
"Lenny Whiting assisted me with a few questions that I had about taxes. He was very knowledgeable and explained exactly what I needed to know. His office was clean and easy to find. I will definitely consult with him again should I have other questions."
Quynh P.
Individual
"Lenny was very helpful for our real estate transaction and helped us avoid a big pitfall. He was very informative and a great source of information. i would definitely work with him again!"
Daniel U.
Individual
"Lenny is very patient and makes time for his clients to explain the nuances of tax law. Thanks Lenny for helping me understand my situation."
Xiaoxiao L.
Individual
"Mr. Lenny Whiting is a very kind person and very patient to me. Thank you!"
Don W. Jr.
Individual
"Lenny was amazing to work with. He completed my fathers` estate without having to file an extension. He was efficient, friendly and most importantly, knowledgeable of the complicated tax codes. We switched to him from an overpriced estate attorney, saved us much money. I will definitely be working again with him. Highly recommend."
