What makes us different

We are infinitely curious and are committed to learning something new each day.  Our collective experience in the wealth management industry has equipped us with quantitative and qualitative analysis skills to select investments and wealth planning strategies designed to help our clients to achieve their goals. We have forged relationships with clients over multiple generations and have structured our team to last years into the future.  

Customized, wealth management

We construct a customized long-term plan based solely on the financial well-being of our clients and their specific goals.  Our value-oriented investment strategy requires us to put analysis ahead of our emotions, and we “go against the herd” in our investment selections when appropriate.

Trusted advisors

We will serve you with the goal of growing your wealth. We do not take the trust our clients instill in us lightly; we work hard every day to go above and beyond our clients’ expectations. Above all, we value mutual respect with all of our relationships, supported by the values of integrity, trust and loyalty. We are humble and recognize when we make mistakes.

Our philosophy and approach are best aligned with those who believe in the value of advice  and endorse a value-oriented, long-term, patient, disciplined investment style.