PEOPLE WE’RE PROUD TO SERVE Your success is our mission

Our clients recognize that they belong to a select group of dynamic and uniquely successful individuals. They also have the distinction of a preeminent need for sophisticated wealth management. As inspired and independent thinkers, we pride ourselves on providing unbiased investment advice and financial guidance that our clientele has come to rely on and trust.

Open access and strong relationships provide the foundation for our level of client care. We build on this foundation with disciplined decision-making through effective processes and a comprehensive approach, one where specialized services are the cornerstones of how we thoughtfully serve our clients.

New clients we are welcoming into our practice are corporate executives, families, and business owners, typically in their 40s and 50s, with at least $2 million in investment assets.

While we provide a full range of solutions and services, we find that we can especially be helpful if you:

• Receive executive compensation in the form of employer stock or stock options.

• Have highly appreciated assets.

• Have significant assets in retirement accounts such as IRAs and 401Ks.

• Recently came into money, such as through inheritance or sale of a business.

• Are charitably inclined.

• Have one or more advisors, yet you don’t have a clear picture of your financial situation or are simply not getting the level of care and service you deserve.

This last issue is common among many of our clients before they come to us, who find our approach as independent advisors to be a refreshing alternative to what they currently have in place.