Helping you achieve success, however you define it
We believe in taking the time to listen and understand what truly matters to our clients. We strive to simplify financial matters, so they are free to focus on the people, projects and causes that add meaning to their lives. Our goal is to help you achieve success, however you define it.
Our Approach
We work with a select group of high-net-worth families, completely dedicating ourselves to meeting their needs. Almost all of our clients achieved financial success before coming to us so we are committed to earning a solid return while taking a conservative approach to preserving their assets.
Our team is driven by a shared philosophy: to be partners in our clients’ financial lives. To truly service our clients we have carefully assembled a team of professionals in nearly every area of financial services including accountants, lawyers, financial planners, insurance specialists, private bankers, and personal and commercial banking partners. Together, we help you achieve success, however you define it.
We also emphasize multigenerational planning and strive to establish working relationships with every generation of our clients’ families. We believe that preparing younger generations to continue their family legacy is a core part of our offering.
Our Core Values: Trust, Discipline, and Patience.
No one reiterates them better than Warren Buffet:
- Trust: "It takes 20 years to build a reputation and five minutes to ruin it"
- Discipline: "We don't have to be smarter than the rest. We have to be more disciplined than the rest"
- Patience: "The stock market is a device for transferring money from the impatient to the patient"
Our Clients
- Busy entrepreneurs, executives and professionals who recognize the value of professional advice
- Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
- Retirees looking to maximize after-tax income
