What we do
We manage >$2 billion in assets and serve as an outsourced Chief Investment Officer for individuals and foundations. We are a Fee-Only wealth management firm, and therefore we do not sell commissioned products.
Who we are
Meet our team of experts
- CFA, Chartered Financial Analyst
- CFP®, Certified Financial Planner
- CPWA®, Certified Private Wealth Advisor
- CDFA®, Certified Divorce Financial Analyst
- CIPM, Certificate in Investment Performance Measurement
- IACCP®, Investment Adviser Certified Compliance Professional
- MBA, Master of Business Administration
How to hire an advisor
Learn which questions are most important to ask before choosing a financial advisor.
We provide financial planning as an additional service (at no additional cost) for our wealth management clients, delivered by experts.