Your Prosperity,
Our Priority.
Personalized Investment Strategies
We specialize in managing investments for families with a net worth of $5 million or more. Our team-based approach delivers value by seeking opportunities beyond the traditional stock and bond markets, providing tax efficiency, enhanced income, and diversified growth.
Even investors with more modest savings benefit from our risk management strategies, which focus on delivering consistent, inflation-adjusted income throughout our clients' retirement years.
Through our partnership with Osaic Wealth, Inc., we are part of a network of 11,600 advisors that manage over $653 billion in assets under administration. This collaboration provides access to diverse investment teams, extensive research resources, and private banking services. These advantages enable us to craft tailored investment strategies and secure the liquidity necessary to meet our clients’ unique financial goals.
Comprehensive Wealth Management
Expertise You Can Trust
Our team includes an attorney, a holder of the Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA) designations, and boasts over 50 years of combined experience. We specialize in incorporating tax and estate planning considerations to create a tax-efficient investment strategy.
Opportunity Beyond the Stock & Bond Market
Tax efficiency, enhanced income, and diversified growth can be found through opportunities beyond the stock and bond market. Backed by a depth of resources, we demonstrate to our clients the value of unique investment solutions.
Strategic Planning for Long-Term Success
We start with a thorough analysis of your financial situation and goals, creating a plan that evolves with your circumstances. Our strategies protect your wealth and enhance your lifestyle, meeting both immediate and long-term needs.
Strengthening Family Legacies
We integrate tax and estate planning into your financial strategy to secure your legacy for future generations. Our personalized consultations and family meetings foster communication and strengthen family ties.