What We Do

The Power of a Holistic Approach

Our comprehensive approach is designed to create a plan that achieves your near- and long-term goals, whether you are seeking fundamental investment management, need to ensure the orderly succession of ownership for a family business, are providing care for an aging family member, or are looking to establish a philanthropic legacy that makes a difference in your community.

When crafting an integrated wealth management plan, we offer expertise in:

  • Financial planning                  
  • Business succession
  • Intergenerational wealth transfer
  • Estate planning                         
  • Philanthropy

How We Work with You

As our client, you will benefit from a collaborative relationship that addresses—and anticipates—your needs. We will follow a disciplined wealth management process that provides a structured approach, while allowing for customization as your situation demands

  • Understand your goals: Together, we define your needs, goals and risk profile.
  • Create a plan: We determine the appropriate allocation of assets to realize your particular objectives.
  • Craft your portfolio: We identify the specific investments that align with and support your strategy.
  • Stay on course: We assess performance on a regular basis, making changes and refinements to your portfolio and strategy as needed.

What Makes Us Different

We've had the privilege of working with individuals and families for many years. In that time, we've learned that our clients value and appreciate the combination of traits that distinguish our firm.

Market Knowledge: Since our founding in 2009, we have provided wealth management for clients through a wide range of market conditions. This track record of experience continues to inform our prudent approach and long-term perspective.

Expertise: Every client benefits from the collective experience of our principals, which spans more than 30 years. Our team-based approach provides access to the specialized expertise of each one of our professionals.

Independent Advice: We pride ourselves on providing an objective point of view, without the distraction of conflicts of interest. Our goals and those of our clients are one and the same.

Personal Relationships: Our clients experience only one kind of relationship—the kind based on deep understanding and mutual respect. Such relationships are, in our experience, fundamental to the success of every wealth management plan.

Investment Management: Institutional Thinking for Individual Investors

We believe that individuals and families with significant wealth can benefit from the rigor and sophistication that typically characterize institutional portfolio management. Our approach to managing client assets is rooted in the following core strengths: 

Deep understanding: Before we invest any money, we determine a client's goals, tolerance for risk, and time horizon. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation and diversification. 

Disciplined portfolio construction: Based on the specifics of each client's situation, we provide exposure to an appropriate mix of traditional and non-traditional assets. We also seek to provide diversification within each asset class—across sectors, industries, and countries. 

Rigorous oversight: When implementing a client's investment strategy, we use a stringent process to screen top money managers, selecting those who meet the objectives established for the client. Once the appropriate managers have been chosen, we provide ongoing oversight and make changes as necessary.