Our wealth management approach

 
  • Focus – Our principal focus is listening carefully to understand our clients’ unique needs and objectives..
     
  • Commitment – We endeavor to provide the same solutions and services to individuals and businesses that we would apply to our families and ourselves, given the same circumstances.
     
  • Accessibility – Our five-member team strives to make ourselves both capable and available, and to always follow-up in a timely fashion. Our clients have access to our direct phone numbers and e-mail addresses, and are never routed through a call center.
     
  • Investment Plans – We build comprehensive, flexible, and customized wealth management plans that are compatible with our clients’ long and short term financial objectives, risk factors, and lifestyles. Our recommendations are always accompanied by explanations and rationale as to why they align with your needs and objectives. As life circumstances change, our clients' investment plans are reviewed and revised as needed to ensure continued financial success.

     

Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Trust Consultant


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Private Wealth Consultant


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Wealth Planning Consultant


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Credit Solutions Consultant