Welcome

Significant wealth requires focused attention. Our team understands this commitment.

We are a collegial, close-knit group, united by a common goal: helping business owners, entrepreneurs, and other accomplished individuals enact a more purposeful approach to their wealth. Our founder, Dan Bessey, has advised high-net-worth clients since 2010, heightening his ability to anticipate key decision points and supporting clients in weighing their options and taking steady action. He also draws on 15 years of institutional trading experience, facilitating access to the capital markets.

Our team members are well versed in the areas that successful individuals and families require, from traditional and alternative investments to wealth planning, trust and estate planning services, banking and lending, and family wealth dynamics. We ground these offerings in a committed service ethic, striving to enhance the quality of clients' lives through our attentiveness and responsiveness. ㅤ

Attuned to the needs of significant wealth
We recognize that high-net-worth clients have a hierarchy of needs. They look to us to help them unwind the intricacies they encounter, providing them with one-on-one attention and a perceptive grasp of their circumstances:

Our team serves as a single source for integrated wealth management. We have two CERTIFIED FINANCIAL PLANNER^® professionals on our team, as well as access to in-house resources for more intricate planning needs.

We offer extensive knowledge of alternative investments, particularly private equity and venture capital. Our Wealth Partner, Dan Bessey, previously served on the Alternatives Due Diligence Committee at First Republic, heightening his facility with this asset class.

We promote sound stewardship across generations, taking the time to speak with clients' children or grandchildren to deepen their financial knowledge. These conversations are some of the most gratifying aspects of our roles, helping us to cultivate good habits in future generations.

A service ethic that inspires confidence
We are proud of the caliber of clients we serve, not only for their accomplishments but for their qualities as good, caring people. We strive to make their lives easier, taking on administrative tasks and operational needs so they can regain time for their most essential callings: their families, professions, and personal interests. ㅤ

We believe that delivering a high-performing service culture is one of the best ways we can add value to clients' lives:

• We keep clients closely apprised of our work on their behalf, communicating frequently so they know the status of their requests.
• If we do not immediately know the answer to a client inquiry, we are resolute in tracking down the appropriate resources, casting a wide net.
• Strong collaborators, we work well with clients' external tax and legal advisors, advancing steady momentum on shared initiatives.
• We are heartfelt in our desire to make clients' lives better, gratified to be trusted members of their inner circle.