Who We Are

We have a simple mission: to empower you to use your wealth to live a great life. To do that, we believe we must measure success against your life goals, not just against an arbitrary number. We are committed to using our time and talents to help you discover your life goals, identify how best to employ your wealth to achieve those goals, and implement strategies for success.

SUCCESS


Our role is to work with you to design a blueprint that reflects what is important to you and where you would like to be in the future. We then act as an ongoing catalyst both to implement the necessary steps and to respond to the inevitable changes that will occur over time.

NEEDS


We will continue to focus on the issues affecting wealthy individuals and families and take on a limited number of clients to ensure that you will receive an extraordinary service experience.

INDEPENDENT
& OBJECTIVE


As fiduciaries, we will put your best interest first. We will always operate independently to align ourselves with the best service providers available. We will be transparent in all aspects of our relationship; disclosing our fees and potential conflicts of interest. We hold ourselves to the highest standards of honesty, character, and loyalty.

WEALTH


We will base our services on a 360° view of your financial situation. Once we fully understand your unique goals and values, we will provide highly customized and fully integrated strategies for wealth accumulation, wealth preservation, and wealth transfer.

INVESTMENT APPROACH


We will maintain our three-fold investment focus: maximizing your returns, minimizing your taxes and expenses, and controlling your risk through proper diversification. We offer customized solutions via a disciplined philosophy and approach. We will add value through tactical asset allocation strategies and careful selection and monitoring of money managers.

EXCELLENCE


We will continue to push ourselves to increase our expertise and exceed your expectations. Our team is made up of experts in each of the wealth management disciplines and we have extensive experience serving a very sophisticated clientele. Many of our senior relationship managers hold advanced degrees and/or multiple professional designations (e.g., CFA, CFP®, CPA, PFS, MBA, etc.).