Nautilus Members work with affluent, high net worth and business owner clients, professional athletes, professional entertainers, farmers and ranchers, physicians, corporate executives and retired executives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual.
The Nautilus team is dedicated to smart thinking, sound analysis, and experienced financial insight. We offer a wide range of consultative services and technical case design, specializing in complex estate, business, charitable, insurance and retirement planning strategies.
We work hand in hand with you, your attorneys, accountants, trust officers, and other advisors. We are committed to this team approach in order to meet your unique financial needs. Our approach involves identifying goals and analyzing potential gaps, exploring strategies and solutions, and then helping you implement your chosen course of action.
The clients we help best are those who highly prioritize financial security, family protection, business continuity, and leaving a legacy for future generations.
For more than years, New York Life has preserved its heritage while evolving, innovating, and remaining strong through the economic ups and downs of our nation. Our mission is to get to know you, to understand your dreams and aspirations, and to offer you state-of-the-art strategies designed to help turn your goals into reality. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal, or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any planning strategies.
