information + action

We are a leading independent wealth management firm serving high net worth individuals and families as well as corporations and foundations. Since 1966, our clients have trusted us to better preserve and grow their wealth, serving as their fiduciary—placing their needs above all others, including our own.

Part of the story is risk management—but there is so much more. Today, there’s greater access to data, research, and analytics than ever before, but what remains critical to addressing clients’ challenges and goals is how we convert this information into insights and knowledge—and ultimately, action.

Our holistic approach—a 360-degree view of a client’s financial situation—allows us to create tailored wealth and investment management programs that reflect the best thinking of our team.

wealth + investments

We work to protect your assets and grow your wealth in ever-changing financial circumstances, collaborating with your trusted partners to ensure a unified pursuit of your goals and objectives.

  • Wealth transfer planning
  • Asset protection
  • Investment management
  • Cash flow planning
  • College planning
  • Retirement planning
  • Estate planning
  • Tax planning
  • Foundation management
  • Risk management
  • Legacy planning
  • Philanthropic planning
  • Investment policy development

Our investment style includes a mix of:

  • Growth stocks
  • Value stocks
  • International stocks
  • Small/midcap stocks
  • Taxable bonds
  • Municipal bonds
  • Short-term bonds
  • Multi-strategy