What’s in our name? A total dedication to your family’s wealth and legacy


Our name is a nod to the multigenerational families we serve and our important role in helping ensure that their wealth and legacy are properly managed, preserved and passed down. We do so by applying our extensive industry experience and well-balanced approach that incorporates both holistic financial planning and hands-on investment management. The result is total wealth planning specifically designed for the financial well-being of every family we serve.

“There’s no better compliment than having a client ask us to help guide a son or daughter and keep them on a successful path.”
Tricia O’Neil, CFA Managing Director, Wealth Management, Chartered Financial Analyst