As we neared retirement, my husband, Drew, and I asked Ms. Shah to look over our finances to determine if we were in good shape. Ms. Shah tactfully asked all the right questions and poured over our taxes, bank accounts and investments and came up with a comprehensive picture of where our finances stood. She also made insightful comments and recommendations to help us protect and grow our wealth. This was both enlightening and reassuring to us at this transitional stage of our life. We would highly recommend Ms. Shah’s services in any financial capacity you may need.