Beyond investments

We serve individuals, families and institutions with accumulating, preserving and distributing wealth. Together, we will evaluate your life goals, assets, liabilities, cash-flow requirements, retirement planning and education needs, risk tolerance and asset allocation objectives. This gives us a holistic picture of your wealth management needs that helps us determine how we can best serve you.

Our services include:

Portfolio icon
  Personalized analysis icon

We help you understand your risk tolerance and determine your asset-allocation needs in order to recommend the appropriate investment vehicles to help you reach your goals.


Our WealthPlan process offers you an opportunity to see where you are now and create an investment plan that is flexible enough to adapt to whatever life throws your way.

Estate planning
Estate planning
  Crest icon
Life insurance &
long-term care

Our estate-planning and trust specialists will recommend custom solutions to help preserve your estate for your intended heirs, assist with beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.


We will review your existing insurance policies to make sure you are prepared for any eventuality and assist with purchasing new policies as necessary. Learn more >

credit options
Advantages of credit
  Wealth icon
Women and wealth

We have options available to help you borrow against eligible securities in your investment portfolio. Learn more >


Women face unique financial challenges, from controlling more household income to anticipating longer lifespans. Together we can develop a customized wealth plan that understands your goals, concerns and expectations, and gives you the confidence to successfully navigate life’s milestones. Learn more >


Success requires hard work and discipline. We accomplish this by asking about - and listening to - your true objectives, passion and values.
Contact us to learn more about our services and how we can help you reach your financial goals.