The Proquility team serves a select group of clients throughout the country, with a particular emphasis on truly getting to know you and your family. We educate our clients, including the next generation, on the factors that impact wealth, such as risk and taxes, using plain language to provide clarity. We look to collaborate with you and your other trusted advisors, such as attorneys, accountants and insurance advisors. Together we’ll ensure the delivery of a unified holistic approach to addressing all your needs.