Partners
Muntz Financial
Muntz Financial is a fee-only Registered Investment Advisor dedicated to delivering High Net Worth individuals and corporations with the expertise to design, implement and monitor private investment portfolios tailored to their unique needs. We bring a team approach to cover the varying needs of our clients and assist in developing a comprehensive financial plan that includes investment management, insurance, tax and legal planning. As a fiduciary advisor, we always put our clients' interests first.
Duke K. Schneider, Macelree Harvey, Ltd
Duke works primarily with family-owned and closely held businesses on succession planning, family wealth transfer planning and the structure of the business enterprise. Duke also works closely with individuals on a wide variety of estate and wealth transfer planning and estate and trust administration matters.