A personalized approach to managing wealth

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, I’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And I’ll do the same for you. I can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Operating on the premise that having a financial plan and a trusted relationship isn’t for a select few, but rather every single person and every single family, we set out to develop a new way of financial planning. With your goals, your concerns, and your peace of mind at the forefront of every conversation, we set out to create a narrative and relationship based process of navigating your financial future.


When we partner together to understand what is most important to you and have an idea about what an ideal relationship looks like from your perspective, we’re able to organize and prioritize your unique situation in a way that helps you and your loved ones achieve your goals. From cash management to estate planning, retirement planning to education planning, and risk management to investment management, we seek to be your go-to resource for each of your financial planning considerations.

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.
Terry Lee
Terry Lee, AAMSTM
Financial Advisor

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.

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.
Business men shaking hands

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.
Business meeting with two men

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team plans to continue to help propel you forward with sophistication and a well-crafted plan.
Woman holding a newspaper and a coffee

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Growth in real money supply is what is important for taming inflation, and for the Fed

Growth in real money supply is what is important for taming inflation, and for the Fed

Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Market and economic dynamics to keep an eye on

Market and economic dynamics to keep an eye on

Review the latest Weekly Headings by CIO Larry Adam.
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Weekly market guide

Weekly market guide

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
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When markets are down, what should you do about RMDs?

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Fed raises interest rates with a 25 basis point increase

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Start the conversation about quiet quitting

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Incremental progress emerging in the banking sector fallout

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Are you protected from market mayhem?

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Why you should maintain a long-term view amid bank headlines

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How will recent news impact interest rates’ trajectory?

Review the latest Weekly Headings by CIO Larry Adam.
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A difficult job becomes even more difficult

Chief Economist Eugenio J. Aleman discusses current economic conditions.
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The real pleasure of one's life is the devotion to a great objective of one's consideration.
George Bernard Shaw