Dedicated

We are particularly valuable to clients who are looking for:

• The personal attention available at a smaller firm

• True focus on accomplishing your investment objectives

• Expertise to create and manage custom portfolios tailored to attain your goals

• Personal wealth planning for liquidity events such as selling your business, or planning your estate

• Philanthropic consulting, tax strategies, and managing philanthropic entities        

• Tax-sensitive portfolio management for high-net-worth individuals and their entities

• Steady cash flow for individuals in or nearing retirement

If this sounds like a good fit for you, your business, or your family you are welcome to set a time to speak with us.