Providing customized services

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for discerning clients

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

As Quarterback of Client Relationships I am mindful of the trust and responsibility placed with me when advising individuals, families, professionals and corporations . My approach is both detailed and process driven. I believe "listening" and "communicating" with the client is at the heart of every successful financial relationship. Clearly defined goals and risk assessment are a must!

I work closely with my Asset Management Services team to evaluate and manage market risk and returns through the asset allocation process, utilizing forward- looking assumptions. I hire Investment Managers who manage client portfolios based on the excess risk-adjusted return ("alpha") generated relative to each clients appropriate portfolio benchmark and the level of additional risk ("active risk") taken on in pursuit of that alpha. I proactively review clients portfolios to help ensure that these managers are adding value, and risk is being controlled.

In short, my commitment is to help ensure that I listen, evaluate and develop strategies designed to meet and exceed my clients goals and needs within an appropriate, transparent, risk adjusted manner with a keen eye to the trust and responsibility placed with me.