A financial partner for
individuals and families

Our clients are like family. We pride ourselves on building deep relationships across multiple generations. Our clients lead busy, fulfilling lives and are not always interested in managing their own investment portfolios. They wisely know that complex financial issues require professional guidance, and they appreciate and see the value in having a team that can provide it.

For everything financial success affords you, there is an equal amount of responsibility – to preserve that success, to build on it and to provide for the future of your family. So, while you are in a unique position to enjoy some of the best life has to offer, you also face real concerns about how to help ensure your wealth lasts.

When it comes to financial planning, affluent families have much more to consider than tangible assets like investments, a family business or real estate. Transferring strongly held values along with your wealth is crucial. And to “pass down” your traditions you need to effectively communicate your intentions to the next generation.

That’s why in addition to offering a full spectrum of investment management and wealth planning services, we can help facilitate the important conversations between you and family members that will result in a sound legacy plan everyone can agree on.

Whatever the need, we’ll be here for you as your family grows and evolves.

Our services include:

  • Financial planning
  • Retirement planning
  • Legacy and estate planning
  • Life insurance and annuities
  • Business owner and corporate executive services
  • Investment management and research
  • Tax-efficient income planning