We are a team of financial advisors providing individuals, families, business owners and institutions with investment and wealth management services. Since 1999, we have served as a trusted professional to our clients to help them achieve their financial and lifestyle goals, with client assets growing to over $1 billion. We act as fiduciaries, building long-term relationships based on trust, integrity, transparency and exceptional client service.
For all of our clients to have financial peace of mind.
Our team’s mission is to provide our clients with financial peace of mind by working with them to create a customized plan to achieve their goals. Our process and ongoing review assures that the plan stays on track. We focus on advising affluent families and institutions on all areas of wealth management including high quality, tax considerate, asset management tailored to each client’s goals and risk tolerances, retirement and legacy planning, protection strategies and liquidity needs. We strive to build long term relationships with our clients and their families based on trust, integrity and exceptional client service.
With over 90 combined years in the business, advanced degrees, CFA designations and the backing of a world class firm, our team has the knowledge base and support to ensure you and your family stays on track to achieve your goals for your life and future generations. We are unique in our investment management as we are the investment managers, building customized portfolios for you using individual stocks and bonds. This allows us to truly know and monitor exactly what you own. We charge one transparent fee that covers all the services we provide. We act with integrity in everything we do to build trust and long term relationships with our clients and their families and strive to always maintain a high level of excellence.
As a wealth management team, it is gratifying to have a team member, Financial Advisor David Henwood, recognized with industry awards because it means we are serving our clients well. We are very proud to have received the following prestigious awards. Congratulations David!
We are proud to be recognized by Forbes in 2023 and 2024 as a Best-in-State Wealth Management Team.
Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »
Learn more about us.
May 10, 2022
Strength you can trust
May 26, 2022
Solutions and services overview
November 16, 2017
Year-End Checklist
