Our Approach

We are a multi-generation family wealth planning and investment management practice dedicated to helping your family prepare for the future and make sound financial decisions. We work with a select number of wealthy families and business owners who value a combination of tailored advice, wealth planning and investment management and a commitment to client service.

Wealth planning is an ongoing process of preparing for and reacting to critical financial events.  As Financial Advisors we offer the resources and flexibility to provide you with personalized wealth planning structured around the principles of sound financial advice.  Critical financial events can be as diverse as planning for retirement, selling a business, receiving an inheritance, saving for college, buying a recreational property or proactively planning for your legacy.  We work together to define the scope of our relationship which can be as comprehensive or focused as you require.  Our investment approach focuses on designing strategies to help our clients meet their pre and post retirement growth and income needs.

As CERTIFIED FINANCIAL PLANNERTM professionals, our practice agrees to uphold the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct, and meet ongoing continuing education requirements.