Since 1996, the Sorkin Unikel Shapiro Group has been helping a broad spectrum of affluent clients throughout the country, to simplify the complexities of managing their wealth. We serve a limited clientele by design so that we can devote significant time and resources to every relationship. We seek to foster long-lasting connections that span multiple generations.The breadth and depth of the services we have access to allow us to tend to every element of our clients' financial lives, no matter how complex. Our value extends beyond investment management to helping them plan for a comfortable retirement, manage their liabilities, provide for a child's education, and arrange for the tax-efficient transfer of their wealth.The strategies we recommend are designed to maintain clients' lifestyles and help them achieve their most important objectives. We believe their long-term goals can only be met through an integrated approach, one that incorporates all of their investment, financial, legal, accounting and other relevant considerations.In addition, we can meet the needs of executives and retirement plan sponsors. Working in a consultative capacity, we can help non-qualified retirement plan sponsors assess their needs and objectives; select a plan type, fees, plan design and service provider; construct and review investment menus; and educate plan participants.