Value statement

We provide high quality, customized, wealth management services to individuals and their families, non-profit organizations and qualified plans. We also offer independent consulting services to foundations, endowments and trusts. Each member of our team shares the same dedication and commitment to excellence in providing each client with the highest level of service.

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Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Meet the team

Learn more about the Thomas L. Coxhead Investment Group. 

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Latest Insights

Employment interview

What dueling data and the Fed’s dual mandate mean for interest rate cuts

Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.

Read more