Empowering Wealth

We offer independent and insightful multigenerational wealth management through a sophisticated platform and family office experience to meet your and your family’s objectives and evolving needs.

Our Approach

OBJECTIVE APPROACH

As an independent registered investment advisor and fiduciary, we are committed to serving as stewards of wealth. Strictly fee-based, we do not receive any compensation from third parties and base our investment decisions solely on your specific goals.

DISCIPLINED INVESTMENT PHILOSOPHY

We will develop a mix of customized assets-cash, fixed income, equities, commodities, and alternative investments – to meet your individual needs. Our independence allows us to choose from a wide universe of exclusive investments to build a strategic portfolio consistent with your individual asset allocation.

YOU-FOCUSED COMMITMENT

We tailor our services and communications to you. Depending on your needs, we may offer guidance on wealth preservation, capital growth, cash flow management, retirement preparedness, estate and legacy planning, or other wealth management services. We serve as transitional stewards for key life events, including birth, death, divorce, and special needs. We believe in high-touch service, meeting regularly and as frequently as you request to maintain an open, ongoing dialogue.

Our Services

Working with You

Our Process

Discovery
Defining your needs, objectives, and vision
Planning
Putting a roadmap in place to reach your goals
Investing
Building a customized strategy and portfolio
Review
Monitoring, readjusting, and keeping you informed

Our Technology

OPTIMIZED PLATFORM
Our innovative investment platform allows us a complete, transparent view of your full holdings, including assets held outside our firm. This access allows us to provide comprehensive, integrated advice; far-reaching risk oversight and due diligence; as well as highly customized, accessible, and transparent client reporting.
CUSTOMIZED REPORTING
Our investment platform gives you more insight and control over your wealth. We offer transparent, consolidated reporting in a secure environment, where you can access and analyze different views of your holdings. You can monitor daily views of your portfolio holdings, performance, account activity, risk reports, as well various other advanced analytics.
SECURE ACCESS
You can feel secure accessing your confidential information, archived documents, and customized reports on a platform built with advanced security systems. Multiple security systems protect all aspects of our platform: the database; transmission of data, including nightly custodial data feeds; the servers; software applications; the workstation-laptop; and employee access to customer data. We continuously monitor and update our systems to ensure the integrity and efficiency of our data security.