Helping you grow your wealth comfortably

We never want you to stress about risk; that's why we listen to you to understand your needs and goals, follow a disciplined process, and continuously analyze the measures of risk-adjusted returns. With more than 60 years of combined experience, our team provides you with access to an industry-leading team of accountants, lawyers, estate and insurance specialists, and financial planning consultants. Committed to community and philanthropy, we cultivate meaningful long-term relationships built on trust that help bring you financial peace of mind.

By building customized wealth management strategies for entrepreneurs, business owners, corporations, non-profits and high-net-worth individuals and professionals, we help clients preserve, manage and transfer generational wealth today - and for future generations.

Recent Insights / Blog Posts

More but less

After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.

Quarter-century crossroads

Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

Europe in the age of trade uncertainty

The longstanding relationship between the U.S. and Europe is changing, with deep consequences for the euro area and its economy. We look into the impact of this metamorphosis on the corporate sector and discuss the related investment opportunities.

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Montgomery

Andy Montgomery, CFP, CIM, FCSI

Senior Portfolio Manager & Wealth Advisor

Phone Number905-332-2636
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Email me

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