We manage more than your wealth, We manage your legacy.

The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your investments, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized experience tailored to you.

You don't settle for anything less than the best. Neither do we. Quite simply, there’s too much at stake to entrust the management of your wealth to a lack of experience or attention to detail. That’s why our team focuses on you and your financial life with no tolerance for loose ends. We pride ourselves on providing a high level of due diligence and service when it comes to your financial future. So, we invite you to ask yourself: When was the last time you were impressed with who you trust to handle your financial affairs?

Matthew Branton Laird
Matthew Laird
Managing Director Managing Director, Senior Vice President, Investments
Anthony "John" Romano, WMS
A. John Romano, WMS
Financial Advisor
James Michael Moyer, CRPC, AIF, AAMS
James Michael Moyer, CRPC®, AIF®, AAMS®
Associate Vice President, Investments
Toby Banks bio photo
Toby M. Banks
Associate Vice President, Investments Financial Advisor
Amy P. Kutschke
Amy Kutschke
Senior Registered Client Service Associate Senior Registered Client Service Associate
Laquita Smith
Laquita R. Smith
Senior Registered Client Service Associate
Liz Sullivan
Liz Sullivan
Senior Registered Client Service Associate
Craig O. Vinson, Jr.
Craig Vinson, AAMS®, CEPA®, AAMSTM
Financial Advisor Financial Advisor, Investments
Matthew Gordon
Matthew Gordon, CFP®
Practice Business Coordinator Practice Business Coordinator
Holly Hayes Bio
Holly Allen
Senior Client Service Associate

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Success belongs to a class of it’s own

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Impeccable attention to every detail

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Riches do not consist in the possession of treasures, but in the use made of them.
Napoleon Bonaparte