Broker Check

High Net Worth


We have a special understanding of families who enjoy a significant net worth. Our extensive experience allows us to be highly responsive, while providing customized solutions in a holistic approach to wealth management. This includes appropriately structuring your investment portfolios while balancing risk in order to comfortably maintain your lifestyle for generations to come. We will help your family realize your current and legacy philanthropic goals. We will host and facilitate family meetings, working with your legal, tax and insurance professionals and other money managers. Together we help guide families through the sale of a business, management of concentrated stock positions and the multi-generational transfer of wealth. You need someone who you can trust to always be on your side of the table and look after the family's best interest.