Our community

Giving back to the community is a way of life for our team members, and we’re fortunate to support clients whose passion and generosity inspire us every day. By learning about what causes matter most to you, we can construct a socially responsible investment portfolio (SRI), a big-picture philanthropic strategy, or a family foundation that will maximize your impact and your after-tax income.

Our team takes this mission to heart personally and professionally, and we can be found out in the community supporting important organizations and causes.  Just one example has been our monthly date at the Hamilton Ronald McDonald House, where our team and our partners pitch in to help keep the grounds clean and the cookies fresh!