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Specialties
As a firm, our goal is to provide wealth management that you can understand, and that understands you. Built on years of expertise creating personalized financial solutions, our approach is fueled by a deep understanding of the people we serve. We work hard to understand what’s most important to you – both personally and professionally – then use our expertise to help you achieve it. This creates a partnership that thrives on transparency, accountability, and collaboration, and results in a comprehensive investment philosophy focused on protecting what you’ve earned and putting it to work so that you can live a richer life.
History
Established in 2000.
We knew from the beginning that there was a better way, and we set out to build a firm that set a new standard for wealth management. Instead of focusing on one narrow slice, such as investments, we took a broader approach, one in which a team of individuals collaborate across a client’s entire balance sheet. From investments to long-term strategy to tax and estate planning, our clients have access to the expertise they need when they need it.
Our team shares the same philosophy and goals in serving our clients — and working together in the same office improves the quality of our process and the recommendations that we make. Planning decisions don’t get made in a vacuum, the strategy is understandable, and the ongoing execution is handled in a way that ensures nothing falls through the cracks. In the end, the entire client experience is elevated.