About Us

We established our firm on one overriding principle: to provide the highest level of investment and financial advice in the best interest of our clients. We offer comprehensive financial advice, highly personalized wealth planning strategies and disciplined investment management to capture opportunity while minimizing risk. And our independent, open-architecture platform enables us to provide complete transparency and gives us the flexibility to offer a full range of investment options.

With over 75 years of experience, our breadth and depth of expertise is what sets our firm apart. By combining backgrounds in finance, investments, business, consulting and financial planning, we have built a team whose distinct mission is to serve the individual needs of each client across all their life stages. Our advisory team is uniquely qualified to assist with all facets of wealth planning, including investment management, retirement planning, asset preservation, estate planning, life insurance and charitable giving. For our corporate clients, we provide consulting and investment advisory services on retirement plans and advise them on a variety of executive compensation programs.

Managing our clients’ wealth is a privilege; and we take this responsibility very seriously. From the beginning, we’ve been committed to delivering exceptional advice and personalized guidance to each of our clients in an independent, objective and integrated fashion. We believe this framework provides us with the best opportunity to successfully protect and grow our client’s wealth.