Our comprehensive approach for private clients blends investment management, tax, estate and financial planning services.

With us by your side, expect:

• A comprehensive financial planning approach
• Collaborative investment, tax, estate and financial planning services
• Intimate knowledge of your personal and financial objectives
• Regular meetings to foster communication and enhance satisfaction
• A team of advisors dedicated to you and your family
• Salaried advisors operating free from quotas, investment restrictions and proprietary products
• In-house investment committee directing all investment research and decisions
• Tailored portfolios consisting of equity, fixed income and alternative investments
• Disciplined, data-driven approach to investing

Our portfolios are made up of traditional asset classes (equity and fixed income), as well as nontraditional alternatives. Regardless of your portfolio size, we customize a plan specifically for you. In addition to highly accessible, partner-level attention, a customized Wealth Management Dashboard is created and shared with you. Quarterly performance reporting shows your portfolio returns net of all fees and are compared to a relevant benchmark.

Tap 30-plus dedicated team members with decades of financial services experience, where the only agenda is yours. Independence matters; we’d love to show you how.

Please Note: The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.