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.
Get to know Our Team
It’s not often you’ll find a Chartered Financial Analyst® and a Certified Financial Planner™ practitioner collaborating together to provide a personalized and holistic financial plan, as well as hands-on investment analysis and money management. It’s an auspicious combination of complementary knowledge and skills.
Personal client relationships
You can always count on our team to guide you, look out for your best interest and serve as a trusted voice of reason. There is no substitute for knowing that all the important financial matters in your life are being cared for with seasoned wisdom and exceptional attention to detail.
Customized wealth strategies
We will create a truly custom wealth plan that is personalized to your individual financial situation and aligned with your life. As hands-on money managers, we personally select and actively manage your investments. Nothing is farmed out to outside sources.
We provide guidance on everything from company retirement plans to cash flow management to succession planning.
Families and Individuals
We address all the financial priorities in your life from managing and preserving wealth to preparing for retirement.
We help recipients of a windfall manage the significant financial, tax and emotional issues that accompany it.
We provide guidance specific to women and their unique financial goals, needs and concerns.
We offer well-reasoned advice for the financial priorities in your busy life, such as optimizing your company benefits.