Financial wisdom from decades of experience

Clients depend on our team because they know there is no substitute for experience. Peter Bermont and Michael Gold have more than 60 years of combined experience in the financial services industry. They have been able to guide their clients through both bull and bear markets and have the skills to build successful portfolios to help manage risks. It’s what allows us to speak with authority and serve as a voice of reason.

Since establishing our practice decades ago, our team has helped individuals, families, and not-for-profit corporations pursue their financial objectives and navigate risks through well-reasoned strategies.

There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital.