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Awards and Industry Recognition
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Forbes
Barron's
"We are a steady presence in our clients' lives, serving as a clear, independent voice that can help them manage financial complexity, navigate estate and multi-generational decisions, and assist them in communicating the vision and values attendant to their wealth."
Welcome
As a team, we appreciate that significant wealth poses both opportunities and challenges. We strive to help clients use their wealth as a means to something greater—security for themselves and their families, a springboard for their personal passions, generosity for their favorite causes, or another calling—as they define it.
We care deeply about the clients we serve—something we convey through our daily decisions and interactions. We are proud of our team and equally proud of the clients we serve: good, kind people who tend to view wealth as an opportunity to have a lasting impact on others, whether preserving wealth, and its impact, across generations or engaging in mission-driven service to their communities or the wider world
Our values in action
Our record of service is deep and enduring, with experience counted in decades, rather than years. Here are a few of the aspects of our team that differentiate our approach:
- Focused on you—not us. Speak to us for a few minutes, and you will hear something different. We are genuinely interested in you, your needs and your challenges. Our primary role is to listen and understand your goals and needs, and then find answers. We appreciate your values, and we live our principles: integrity and an abiding sense of care for the people we advise.
- Capable problem solvers. As people often realize, wealth does not necessarily dispel problems; sometimes it magnifies them. We appreciate that dynamic, supporting clients in seeking positive outcomes from their wealth. For some, that may mean a more cohesive path to their goals. For others, it may mean navigating the complexities of estate planning and the dynamics of multi-generational wealth. And for our nonprofit clients, it can mean charting a path to greater stability, organizational capacity and improved social impact. We are skilled in clarifying what needs to be accomplished, creating a cogent plan and sustaining steady momentum toward those goals.
- A stable, loyal team. We build long-term relationships with the clients we advise, sometimes touching three and four generations of client families. Our team is purposely designed for continuity, with advisors and team members spanning life stages and perspectives. This characteristic allows us to connect easily with others—from matriarchs and patriarchs through Millennials and Gen Z.
A sturdy and dependable presence in your life
We appreciate that financial decisions can have ramifications that extend well beyond a balance sheet. Our experience working with similarly situated clients has heightened our ability to help people resolve the thorny issues that can intersect life and wealth. We ground our efforts in detailed financial planning that is the outgrowth of information gathering and analysis, identifying a hierarchy of priorities and following through with consistency and clarity.
Our commitment to clients is real and palpable. We work hard to make sure that clients know their needs, goals and objectives are at the forefront of our efforts:
- Portfolio design that begins with you: Our approach to investing is profoundly client based. We begin with each person, family or nonprofit organization to determine what they want to accomplish, their understanding of risk, their time horizons and cashflow needs, and their tax situation, as appropriate. The outcome is an organic alignment of these inputs, rather than conformity to rigid, pre-established investment models.
- A concierge approach to service: We know how busy you are. Whether you are juggling work, family, or community commitments—or all three—we believe one of our greatest assets is our ability to restore time to your life. Our deep bench of service professionals excels in shouldering the administrative and operational burdens of wealth, allowing you to allocate time to the people and priorities you value most.
- Walking with you through life's decision points: We built our team with high standards in mind—not simply for the finer points of wealth strategy—though we're skilled in those, too. We are a close-knit team that cares very deeply for the clients who have entrusted us with their well-being. Our character comes through in our actions—the attentiveness with which we listen, the thoroughness with which we prepare, and the reliability with which we follow through. We're here for you when you need us—an honor that inspires our work and compels our best efforts.
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Meet Our Team
Insights
![](http://dynl.mktgcdn.com/p/aAhhzhuft_-T6VorDkvqtWsjTyMcZeadbv4AL2qLCBo/1440x810.jpg)
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now![](http://dynl.mktgcdn.com/p/v90gkibNZ87oVw2Sp9NkX-R7n8n3K9ZjoahRG3OCFBQ/1440x810.jpg)
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now![](http://dynl.mktgcdn.com/p/wDELH1aJpGBL6J7DgtSuFJWnBTKkvqiCSExDYKZ1POg/1440x810.jpg)
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now![](http://dynl.mktgcdn.com/p/fgh6-C8oTW32reZr0YP-2Ctp4ql6Wpw_-7_U40yPlIM/1440x810.jpg)
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now![](http://dynl.mktgcdn.com/p/SHcPxXVY8jbnebhU2jlL0T-h_nSxFgjqlP-FwvyklIs/1440x810.jpg)
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now![](http://dynl.mktgcdn.com/p/zKb4G6spSqckCGkJ6Exra5QjckRyl5Gvb6zTrzCkmqw/1440x810.jpg)
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now![](http://dynl.mktgcdn.com/p/r4eEHCH5T79DyL9VetzrzmOLnk7BL3rhpUKzmTsjKbQ/1440x810.jpg)
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now![](http://dynl.mktgcdn.com/p/4oA8jEMFLQfrKeYKAgcvnoIBB1rLX0KaIk5fAt3jhYw/1440x810.jpg)
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now![](http://dynl.mktgcdn.com/p/OFzqG5YNY5esDMPYHnPSgwggtyqKDCQCuvUiDR3x3iA/1440x810.jpg)
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now![](http://dynl.mktgcdn.com/p/aAhhzhuft_-T6VorDkvqtWsjTyMcZeadbv4AL2qLCBo/1440x810.jpg)
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now![](http://dynl.mktgcdn.com/p/v90gkibNZ87oVw2Sp9NkX-R7n8n3K9ZjoahRG3OCFBQ/1440x810.jpg)
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now![](http://dynl.mktgcdn.com/p/wDELH1aJpGBL6J7DgtSuFJWnBTKkvqiCSExDYKZ1POg/1440x810.jpg)
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now![](http://dynl.mktgcdn.com/p/fgh6-C8oTW32reZr0YP-2Ctp4ql6Wpw_-7_U40yPlIM/1440x810.jpg)
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now![](http://dynl.mktgcdn.com/p/SHcPxXVY8jbnebhU2jlL0T-h_nSxFgjqlP-FwvyklIs/1440x810.jpg)
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now![](http://dynl.mktgcdn.com/p/zKb4G6spSqckCGkJ6Exra5QjckRyl5Gvb6zTrzCkmqw/1440x810.jpg)
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now![](http://dynl.mktgcdn.com/p/r4eEHCH5T79DyL9VetzrzmOLnk7BL3rhpUKzmTsjKbQ/1440x810.jpg)
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now![](http://dynl.mktgcdn.com/p/4oA8jEMFLQfrKeYKAgcvnoIBB1rLX0KaIk5fAt3jhYw/1440x810.jpg)
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now![](http://dynl.mktgcdn.com/p/OFzqG5YNY5esDMPYHnPSgwggtyqKDCQCuvUiDR3x3iA/1440x810.jpg)
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now![](http://dynl.mktgcdn.com/p/_NobfLqa0Tuw8Wf6bLeHDLPyBU_z2doPwHX2iZ91dq4/1482x1000.png)