You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.
We are a team of advisors entrusted with over $360 million of assets under management as of 12/05/2023, which utilizes a holistic approach to investment planning and wealth management. We believe our competitive edge is based on core values, including personalized financial advice, quality investment management, and well-structured plan execution. Meeting the financial needs of the families we serve requires a greater emphasis on individualized customer service.
Our team offers an exclusive concierge based practice that provides a complete range of services including multi-generational estate and investment planning strategies to high net worth families. Our first class client experience includes, but is not limited to:
Ability to work directly with a CERTIFIED FINANCIAL PLANNER™ practitioner
PIM Portfolio manager
70+ years of combined industry experience
More communication through timely contact and scheduled reviews
A higher level of personal service due to a limited selection of clients
Rapid response to problems and help in finding opportunities
A deeper understanding of various family goals and challenges
Being highly focused in our field helps us to provide results oriented investment planning and management guidance. Discover the opportunities and potential rewards that become available when you work with a team that takes a comprehensive approach to your personal financial situation.