Making It Personal
Our approach gives you the confidence that your individual wealth needs are always put front and center.
Our Approach
Our in-house team has deep expertise across a range of disciplines. The insights gathered from each team member contribute to the creation of a comprehensive action plan that undergoes meticulous review and is poised for execution.
01.Discovery & Alignment
We begin with an introductory conversation to acquaint you with our firm, our fee-only approach to wealth management, and the array of services we provide. We will then explore your specific financial and life goals, allowing us to tailor our strategies to align with your aspirations more precisely.
02.Development & Implementation
Once your goals are identified, we engage in detailed discussions on the strategies to realize them. Simultaneously, we collaborate with any other trusted advisors you may have to ensure a seamless approach, delivering the financial peace of mind you need.
03.Ongoing Support & Communication
With a framework for pursuing and attaining your financial goals established, we maintain a close connection, ensuring that when your needs change, we will be by your side to adjust the plan for your wealth accordingly.
Awards & Accolades
Memberships, Credentials & Affiliations
We provide our clients with a deep, experienced team of investment professionals uniquely qualified to handle every aspect of their wealth management needs.
7
Chartered Financial Analysts (CFA®)
23
Certified Financial Planners (CFP®)
2
Certified Public Accountants (CPA)
As of March 31, 2024
The Company We Keep
We strive to deliver objective guidance in achieving your goals and managing risks, as well as transparency in client investments and fees. All of the assets we manage are held in a separate custodial account and further protected through regular audits, reviews, regulatory examinations and performance reports by respected, independent fiduciaries. These include:
Primary Custodians
- Fidelity Investments
- Charles Schwab & Co.
Compliance Support
- AdvisorAssist, LLC
- Ashland Partners & Company, LLP
Legal Representation
- ArentFox Schiff LLP
- Winston & Strawn LLP
Performance Reporting
- Black Diamond
Performance Reporting
Wealth management
Helping You Find the Right Path Forward
We build diversified, risk-managed portfolios designed to optimize your assets, adjusting dynamically as your life and the markets evolve, keeping your goals within reach.
family & office
Supporting Your Family From All Angles
Our highly customized offering is built to meet each family’s goals and objectives and to protect your most valuable asset – time.