Your prosperity is our mission


With a team of elite advisors, attorneys, tax and investment professionals, we execute advanced strategies to build and sustain your wealth.

Diane Tucker

Senior Wealth Advisor

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Tom Hoy, MBA

Associate Advisor

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Roberta Sparrow

Senior Associate

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Recent Insights

Energy stocks: A hedge to rising geopolitical risk

Energy stocks: A hedge to rising geopolitical risk

Apr 26, 2024 | Frédérique Carrier

Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.

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Don’t fight (or fear) the Fed

Don’t fight (or fear) the Fed

Apr 19, 2024 | Atul Bhatia, CFA

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

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