Welcome


We offer guidance on investment and financial affairs, and manage the risk that the markets and life can bring.

We work with professionals, business owners and high-net-worth individuals who require assistance with the building and protection of their wealth. we also help retirees and pre-retirees maintain their desired lifestyles, and assist well-established families with the tax-efficient transfer of wealth to the next generation.

Our 
approach to wealth management is comprehensive and tailored to you. Before we begin to manage your money, we employ a disciplined approach to determine a thorough understanding of your financial needs and objectives. That way we can develop a portfolio that truly suits you.  

Please feel free to contact us for more information.

Recent Posts

Trump Warshes his hands of Powell

Feb 06, 2026 | Thomas Garretson, CFA

President Donald Trump’s campaign to get rid of Fed Chair Jerome Powell culminated in the most likely outcome—simply nominating a replacement. With Kevin Warsh on track to be the next chair, we look at the potential economic and market impacts.

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Crosscurrents buffet U.S. dollar and Treasury market

Jan 29, 2026 | Atul Bhatia, CFA

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.

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The “Great Narrowing”: S&P 500 concentration

Jan 23, 2026 | Tyler Frawley, CFA

Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.

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Setting the stage for a sustainable Chinese equity rally

Jan 16, 2026 | Jasmine Duan

Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.

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ehren mendum

Ehren Mendum, CFA

Portfolio Manager

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krista deacon

Krista Deacon

Associate Advisor

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amanda wilson

Amanda Wilson

Associate

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