Expert guidance for your complex wealth needs

 
 

Our exclusive clientele benefit from high-quality advice and support tailored to their needs. Our services encompass a wide range, including intergenerational wealth transfer, business succession planning, full-family education, and more.

Susan Kopas

Susan Kopas, MBA, FEA, FCSI, CIWM, CIM, CFP

Senior Portfolio Manager & Wealth Advisor

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Byron Walker.

Byron Walker

Senior Associate Advisor

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Allison Williams.

Alison Williams

Senior Associate Advisor

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Tricia Saunders

Tricia Saunders

Administrative Assistant

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Discover why our clients become clients for life

Get in touch with our team today

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