We are an independent financial planning and investment management firm that focuses on you. Our personalized service knows no boundaries. Each client experiences our unique Six Point process that offers solutions for life’s transitions.

Karen Maurer and Pam Zell have more than four decades of expertise in helping high net worth clients in the later years of their lives.  We are independent which means we are never tied to one solution or one financial product and can offer a variety of options to meet your needs.  Our independence also allows us to tailor your experience specific to your needs, spending whatever amount of time is required.  You will never feel rushed or slighted on service.