Our Company

As an independent, fee-only wealth management firm, we are uniquely positioned to offer something yearned for in a world marked by complexity and uncertainty: an honest perspective. Unencumbered by the need to sell products or generate commissions, our holistic approach is guided by an intimate understanding of our clients and their families’ goals.

We listen, evaluate, and educate. Working closely with our clients, we generate an Investment Policy Statement. This statement serves as the foundation of our financial advice. The challenges facing a high net-worth individual and his or her family, from investment management and tax planning to business succession and estate planning, are deeply personal and intricately intertwined.

Our experience, expertise, and implicit dedication to achieving our clients’ goals distinguishes us from other firms in wealth management. We pride ourselves on the ability to look our clients in the eye and say what we, ourselves, would do. This confidence comes from our comprehensive familiarity with our clients’ objectives and an extensive knowledge of the economic, geopolitical, regulatory, and investment market conditions that can influence their success.

  • Investment Management and Planning
  • Business Succession Planning (Exit Planning)
  • Tax Planning and Charitable Giving
  • Retirement and Estate Planning
  • Corporate Qualified Plans

Our Wealth Management Process allows us to have an open dialogue in which we learn about your values and goals while working with you to tailor a plan to help meet them.


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