What sets us apart from the average financial firm

More than 75% of our client relationships are made up of families that span over three generations. We understand the nature of family dynamics and the unique issues wealthy families face, and most important, we have specialized knowledge and experience in holistically addressing all relevant wealth management needs.

We have a thorough understanding of their needs and concerns and have the empathy and ability to serve them competently and thoroughly.

As civic-minded members of our community, we are proud of our experience in assisting nonprofits, endowments and foundations with customized investment advice and strategic long-term planning.

We build professional client relationships in a highly personal manner. We work with clients one-on-one to address and resolve issues and pursue their goals. Communication and education are tailored to each client. This takes a sizable commitment of time and resources on our part, and it’s precisely why we limit the size of our client list.

This allows for greater specialization in the specific areas that are important to our clients. Team members share their expertise in areas such as financial planning, fixed income investments, asset allocation and investment strategy. Our approach also includes checks and balances that allow us to review each other’s work.