You need an advocate who understands your priorities and can craft a customized plan with innovative and creative strategies. Leaders in our industry for over 30 years, we invented and use SCOPE, an unparalleled and distinctive wealth management process to help you pursue your uniquely important goals.
Aligned in our partnership with LPL Financial, we deliver cutting-edge research, sophisticated strategies, trust services, and family office attention.
You care about your family, your community, and the world around you. We are stewards for you to create a meaningful legacy with maximum impact that supports the things you value and are important to you.
Local and national financial and media organizations have applauded our innovation and advocacy. We think our 96 percent client retention rate speaks even louder.
Bring us your vision…let’s talk about your life, your legacy.
*As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.