What We Do - We Simplify So You Can Enjoy Peace of Mind

Wealth management is a comprehensive approach to helping you achieve your goals in life. It gives you the confidence you need to make sound financial decisions, plus the freedom to live life the way you want. It also provides a clear roadmap for your future by addressing all aspects of your financial situation at each stage of your life. Every step of the way, you are guided by a professional wealth manager – your Investment Advisor – who will help you realize your personal aspirations.
We provide access to superior wealth management solutions for individuals, family offices and institutional accounts. Our central mission is to know more and use information better in developing customized strategies for the preservation and growth of our clients’ capital. We manage risk while striving for superior long-term investment returns with a global perspective.

Frank Jurjevich

Senior Portfolio Manager


Jeffrey Craig, CPA, CA

Associate Wealth & Investment Advisor


Sam Lyon, CIM

Associate Advisor