Trusted Professional Partners

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Our trusted professional partners are essential to fulfilling our goal of providing holistic wealth management for our clients that includes tax and estate planning.

Todd J. Bornstein and H. Mark Rabin share 50 years of experience practicing in the areas of trust and estate, real estate and corporate transactions at the law firm of Selzer Gurvitch Rabin Werthheimer Polott & Obecny. Together as Partners of this boutique law firm, they provide our clients with exceptional service and the resources necessary to address all legal matters.

These trusted professional partners have worked with us for more than 10 years, prioritize the needs of our clients and consistently deliver value and results.