Who We Are

Our mission is to bring a wide range of creative investment, strategy, and planning options to clients throughout the country for decades to come. 

Over the years, we have learned that our most successful client relationships have certain elements in common:

• Our relationship is that of partners working together to achieve financial goals, as opposed to a client/service-provider relationship.
• Our clients understand the value of the innovative investments that we bring to the table. They don’t tolerate cookie-cutter approaches. 

Do you prefer to:

• Be more hands-on or hands-off when it comes to managing your wealth?
• Schedule regular meetings with your financial advisor or check in occasionally by phone?
• Adjust your investment strategies frequently or to have long-term plans that require little change?

No matter what your preferred approach to wealth management, our concierge approach can accommodate you. We specialize in working with clients who want to build a long-term relationship on their own terms with a trustworthy wealth manager who’s focused on helping them achieve their financial goals.

As a boutique firm, we focus on wealth strategies while recognizing that our clients may need to work with other professionals, including:

• Estate planning attorneys
• Bankers
• CPAs and accountants.

If you’re already working with any of these professionals, we can collaborate with them to ensure that the financial picture you’ve developed for your future is maintained. 

Relationships are our priority, and we also regularly recommend other professionals to our clients when they need to find the right addition to their team of advisors.