Our Clients & Services


Total Wealth Management

Our clients include high net worth individuals and families, executives, professionals and business owners. Our services encompass, but are not limited to:

  • Investment & Portfolio Management
  • High Net Worth Wealth Management
  • Financial Planning
  • Retirement Planning
  • Will & Estate Planning
  • Tax Minimization Strategies
  • Insurance Based Solutions
  • Charitable Gift Programs

We combine a balanced combination of these individual services into a seamless long-term wealth building experience for every client we advise.

We call this Total Wealth Management.


Private Investment Management

Increasing numbers of our clients are taking advantage of this unique discretionary account. Please speak to Blair Smears about it.