Investment management. Portfolio management. Wealth management.
"Guiding generations of families with clarity and confidence."
About us
We bring a combined four decades of financial services experience to serve high-net-worth families as they plan for their wealth goals and solidify their legacies. Our partnership blends innovative thinking with years of seasoned experience to empower every member of the families we work with. Clients benefit from this multigenerational synergy, which is grounded in the belief that the continuity of guidance is the key to successful wealth management.
Our proprietary strategy
The central thesis of each individualized wealth plan we design is based on our proprietary value investment strategy, which we adjust to account for each client's goals and risk tolerances. We know the energy and effort it has taken to accumulate your assets, and we take the stewardship of your wealth very seriously. Our focus is on investing for the long term, using high-quality investment vehicles. We build good, solid portfolios with great companies positioned to provide stability through the ever-variable financial landscape.
It's all about service
We believe it is our responsibility to provide our clients with the following services:
- Gather information and assess the specific needs and objectives of each client.
- Develop a plan which will identify goals and present a well-defined course of action which is specific to each client.
- Structure and implement an investment portfolio that is consistent with the personal needs of the client.
- Monitor investment results and modify the investment portfolio as market conditions indicate.
- Initiate contact with the client on a regular basis, report progress and discuss important developments.
- Deliver outstanding client service and administrative support.
A focus on the fundamentals
We follow and implement time-tested fundamental investment principles which have proven to systematically reduce risk and increase the probability of long-term financial success. These fundamentals include:
- Asset allocation
- Diversification
- Quality
- Dividends
- Rebalancing
- Tax efficiency
- Low internal expenses
- Hedging strategies
- Maintaining the ability to adjust quickly
Our mission
We work to significantly enhance the financial condition of each and every client. It is our sincere desire to help clients reach their monetary goals and ambitions, provide sufficient and steady retirement income, increase and protect their financial assets, and enhance the longterm quality of their life in a real and personal way.
Meet Our Team
Insights

Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
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3 ways to stay active while in retirement
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Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
What is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now