Independent Mindset

We work in parallel with you. As a registered investment advisor, we have a fiduciary responsibility to work in your best interests, toward your specific goals. Unlike brokerage firms, which are held to a different regulatory standard and partial to proprietary products, we have the freedom to choose investments and resources that best meet your objectives. As a principal-owned firm, our interests and opportunities are aligned with yours.

Inclusive Implementation

We work as a team with you at the center. With your goals as our guide, we tap our diverse experience to offer well-balanced thinking and individualized service. We also coordinate with your accountants, estate planning lawyers, institutional money managers, and other professionals to help ensure all your finances are well-aligned with your goals. We can recommend trusted experts, including ultra-high-net-worth business and family counselors for complex estate and intergenerational wealth transfer issues. We act as the key point of contact, bringing in the right team members at the right time.

Key Capabilities

  • Financial Planning
  • Investment Management
  • Investment Manager Due Diligence
  • Retirement Plan Services
  • Endowment, Foundation and TEO Advisory
  • Philanthropic Planning and Evaluation
  • Institutional Style Bond and Cash Management
  • Portfolio Analysis and Comparison of Investments and/or Managers
  • Tax Efficient Transfer of Assets from Brokerage Accounts
  • Divorce Financial Services
  • Risk, Insurance, and Annuity Analysis
  • Research Services
  • Intergenerational Wealth Transfer Strategies