Investment Consulting

Your needs will change over time. For that, we are partnered with you in analyzing the situation and modifying your investment strategy to best meet the modified objectives.

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Relationship Management

Every person has a different story, and every situation has unique considerations. Staying consistently engaged with you is how we are able to solve the situation and give you peace of mind.

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Advanced Planning

Financial goals rarely achieve themselves. They require comprehensive planning that starts with an understanding of where you are today, where you want to go and the challenges you may face along the way.

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High-net-worth families have needs that require a tailored experience, proactive support, and planning creativity.

As a boutique family office, we're structured to be able to uniquely serve and advocate for each our clients. Our services help clients with challenges such as:

When can I retire?
Am I taking too much risk?
Are there ways to mitigate taxes to my estate?
What are the best ways to gift?

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Why Partner With Us?

To ensure your family's most important financial issues are addressed, we serve as your personal chief financial officer. We set the foundation for your financial house through your investment plan. Once the plan is in place, we address other components of your financial life as they arise.

Work with our experienced and multi-generational team

Between Brad, Rob, Paula, Jen Robb, Jen Thomas, Kyle, and Derek we have over 150 years of experience in the industry. Our team’s collective tenure is complimented by the next generation of advisors, that bring to the new table new ideas and strategies for enhancing how we service clients.

Our process is transparent, consistent, and tailored for your family

Our process aims to assure you are currently living or on your way to living a Work Optional Lifestyle. To us, that means you are working because you want to and not because you have to.

Access to our network of professionals at your disposal

To serve our clients, we bring together our connections with professionals in industries such as tax consulting, estate planning, institutional fund management, and market analysis

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Wealth Management You can Trust

We believe in empowering people to make smart financial decisions or, if they wish, to absolutely choose a financial advisor who can implement sound wealth management principles. In sharing our financial knowledge and experience, we can partner with you to set a course toward your financial goals.

In addition, because we recognize that reaching your financial goals requires more than just good investment management, we have also designed an approach—comprehensive wealth management—that systematically addresses your entire range of financial issues.

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