When you work with us, you gain the collective expertise and experience of our entire firm. We work together as integrated, multidisciplined teams to create the tailored solutions that fit your unique needs.
Our team has an uncommon depth of expertise and breadth of experience. We combine our intellectual capital to manage your wealth from a collective perspective. Simply click on a name to get to know our team.
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We have spent thousands of hours becoming experts at every aspect of a family’s financial life in order to help ensure our recommendations—as well as client decisions—are based on real data. And we have the credentials to prove it.
This certification identifies individuals who have met rigorous professional standards in 72 specific areas and agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
What it means to you: I understand the spectrum of financial concerns and can help build a plan to address them.
One of the highest distinctions in the investment management profession, the CFA credential identifies individuals with advanced investment analysis capabilities who have been recognized globally for their commitment to ethics and professionalism.
What it means to you: I understand how to identify, analyze, select and monitor the investments that can help you reach your goals.
This designation certifies professionals who have specialized expertise in planning and implementing retirement strategies through extensive understanding Social Security, Medicare, long-term care, income tax planning, and more.
What it means to you: I understand the ins and outs of retirement income planning and can help you to make better decisions.
Discover more about how we can help you reach your goals. CONTACT US