Nearly 30 years in the industry gives us perspective.

We have nurtured our clients from the accumulating stage of wealth management to where they have passed wealth between generations. We have guided them through inheritances and severances, successions and lottery windfalls; the birth of new family members and the dynamics of change, such as divorce or the passing of a spouse can bring.

We pride ourselves on being the first call you make in life’s moments of transition.

Our relationship grows from getting to know you; understanding your near-term needs and priorities and what retirement looks like to you. We are experts in bringing together how to fit your family goals, your penchant for travel, the business you have worked so hard to build, and the legacy you want to leave behind; and perhaps most importantly, how can your wealth can help empower you to succeed in your future plans.

Once we understand who you are, we design a comprehensive financial plan that includes everything from accumulating wealth, investment strategies, insurance, estate planning, tax planning, philanthropy, special situations, retirement and cash management strategies. We address the complexities of “life in transition” and adjust your plan to make space for change and counter risk as it arises. We think long-term and help you do the same — combining empathy with candid conversation and financial strategy to reach your goals, whatever they may be.

We are your “Thinking Partner”
 

Testimonial

Kathy I also wanted to say a BIG THANK YOU to you and the Team for looking after me the way you do!

I know you guys benefit from my investing but the service and relationship I have with you and the team ROCKS!

— Ed S.