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CAISSA, the Goddess of Chess, is pronounced “ky-suh.”

We are in the business of strategic wealth planning. We carefully think multiple steps ahead, not unlike how one would analyze and plan a move in chess.

Like chess, our clients have many financial pieces on their board of life. Some more valuable than others, but important none-the-less. We analyze and manage ALL of the financial pieces to strategize how to integrate and implement a plan that works for you and your unique situation. We act as personal chief financial officer, or CFO, so you don’t have to.