The best returns are more than financial


Value statement

We provide customized wealth management services to individuals, families, business owners and charitable foundations throughout the United States. This is accomplished through a process focused on the accumulation, protection, and transfer of wealth. Included in our services is a focus on the management of trusts and assets. Our goal is provide a “one stop” financial resource for clients.

Global Insight Monthly

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »

Please contact us to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail. 

Latest Insights

Woman checking stocks

Technical update: Signs of rotation support rebalancing portfolios

Oct 23, 2025 | Robert Sluymer, CFA

The S&P 500 has remained impressively resilient from a technical perspective. But we think some areas of the market are bottoming, supporting our belief that investors should consider rebalancing portfolios.

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