Our Clients

We serve both individual and institutional clients.  From business owners to physicians, executives to attorneys, affluent families to retirees; our clients represent a wide variety of financial interests and objectives.

Personal service and attention to successful individuals and families are the cornerstones of our private client practice.  Our wealth management experience provides our clients with the confidence to act decisively in an uncertain world.  We deliver unprecedented levels of communication and the assurance that everything is under control.

Our institutional advisory practice is focused on bringing a fiduciary standard of care to a diverse range of organizations. We work with qualified plans, professional practices, churches, schools, foundations, and endowments.  We help to identify specific objectives and then create the framework for meeting these goals in ways that are aligned with the organizationís values and mission.  We also oversee the implementation of procedures and safeguards to foster compliance with applicable laws and regulatory requirements.

All of our clients rely on us to ask the tough questions and pursue meaningful solutions.  They are committed to intelligent and coordinated financial decisions over long periods of time; and they place a premium on objectivity.  They expect us to act with conviction and sound judgment.