Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.
We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply more than two centuries of investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.
We offer a comprehensive array of financial services tailored to individual clients’ needs and objectives. Because we are an independent practice, our decisions and recommendations are based on what is in the best interests of our clients, not on promoting certain products or investments. In addition, our extensive network of legal and tax professionals helps us to coordinate all the components of your plan into one cohesive wealth management strategy.
We recognize that business owners often do everything from acting as a boss to setting direction for the business to running the day to day operations. The one thing they lack is time. We respect our clients time, and where possible, offer consulting and financial services that allow them to focus on what they do best. Our services cover a wide range from cash management and employee benefits to raising capital and succession planning.