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About Us

Purposefully Focused on Families

Over the years, we have found that a team-based approach is an effective way to collaborate with client families who have a wide variety of needs as they maneuver through a complex financial-services world.  Together, we will help ensure that your assets, your legal structures, your philanthropy and your family are prepared to grow and adapt to changes reflective of those occurring in your life situation -- while carrying forward your values and legacy, on your terms.

We invite you to discover and experience the power of our unbundled investment and trust services. We believe it has far-reaching benefits for our clients to be able to choose from multiple different investment custodians, rather than be held captive by a single, pre-selected institution.

No one strategy fits everyone, which is why every client gets our undivided attention—from the initial planning session to execution and implementation of strategies to our on-going follow-up process. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all of the content on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you're focused on your family and at a crossroads in developing the framework for the outcome you desire, a sound group of advisors collaborating with you and your another advisors can be vital in helping you avoid costly mistakes.  And while most families have at least financially oriented member, many other family members may have little to no understanding of how the family is actually run.

We are committed to helping families refine their outcome by helping them craft and implement new solutions to age-old problems.

Today’s economic environment brings challenges. Adding technology to the economic mix can add complexity along with potential efficiency.  But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We welcome your inquiry.

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