Cultivating a higher degree of accomplishment We’re driven by your dreams
Our clients recognize that they belong to a select group of dynamic and uniquely successful individuals. They also have the distinction of a preeminent need for sophisticated wealth management. As inspired and independent thinkers, we pride ourselves on providing unbiased investment advice and financial guidance that our clientele has come to rely on and trust.
Open access and strong relationships provide the foundation for our level of client care. We build on this foundation with disciplined decision-making through effective processes and a comprehensive approach, one where specialized services are the cornerstones of how we thoughtfully serve our clients.
“I am extremely fortunate and grateful to have worked for founders of great companies and high-level individuals in the entertainment industry.”
Phillip Lavalle, CFP®, CIMA®; President & Founder, RWS; Branch Manager, RJFS
