An Independent Practice
Services designed to make more of your wealth
We know you expect more from investing than just returns. You deserve to enjoy all the rewards of your wealth while harnessing all of its potential – for yourself, your family and the legacy you envision.
Drawing on our team's more than 100 years of combined industry experience, we align your personal goals with the sophisticated tools and methods that can help you reach them.
Portfolio and Asset Management
We build portfolios tuned to specific needs, goals and expectations, and we offer disciplined, intelligent guidance for the management of substantial assets.
Capital Recovery and Preservation
In light of the current economic climate, we've placed particular emphasis on attempting to rebuild and reinforce resources – seeking to strengthen overall investment portfolios and manage risk through each market cycle.
Legacy and Estate Planning Strategies
Through coordinated efforts with tax and legal professionals, we help our clients establish financial traditions and preserve them for generations – both in scope and in spirit.
Insurance Planning and Tax Planning Strategies
With substantial wealth comes sophisticated needs, so we offer our clients guidance to help them maximize insurance protection and mitigate the impact of taxes.
Trust Services and Charitable Giving
We seek to put our clients in a unique financial position – one that allows them to share their wealth when and how they see fit. Through extensive trust and charitable planning, we help them put more into and get more out of giving back.