Our Family-Focused Approach

Having multigenerational members of our group, our approach is personally designed to align with each client’s individual needs. We listen to our clients and have conversations about a wide variety of topics before we begin our investment process. This allows us to make informed decisions to help our clients pursue the goals set in place.

We believe that providing a high level of service to clients is a priority for our team. That’s why we do everything we can to show our clients that they are not just a name and account number – but rather how deeply we care through our customized process and services.

With two generation levels of both male and female members, we are set up to offer multiple different skill sets and viewpoints for clients of different backgrounds and ages.

Our Multi-Generational Clients

We know our clients personally.  More than 50% of our clients have been part of our practice for more than 30 years, and more than 70% have maintained a relationship with us for more than 20 years.  We are now honored to be serving our long-standing clients’ children and grandchildren.  We also limit our practice to 150 households, which gives us time to spend quality time with our clients, both on their portfolios and their personal lives.