Welcome

01. About Us

We are an independent wealth management services firm established in 2007.

We are dedicated to providing strategic wealth planning and investment management that is current and right for you. 

At our firm, you have access to a team of specialists who provide support and expertise for a variety of topics vital to your wealth management, including advanced investment strategies, estate planning, tax strategy, and philanthropy.

Our teams work alongside you to design a strategy tailored to your individual needs and goals.

02. Our Philosophy

We are fiduciaries to our advisory clients. We put you first. 

We take the time to fully understand your values, the people and causes you care about, and what you want to accomplish. 

Then we design a personalized strategy that aligns your wealth with your values and your visions for the future. 

As life evolves, we continuously refine your plan so it remains aligned with what matters most to you.

03. Our Process

Our firm focuses on five specific areas of wealth management: 

Investment Management

Tax Planning

Wealth Preservation

Wealth Transfer

Charitable Giving and Legacy Planning

If you'd like to speak with us about your situation, fill out the appointment form at the bottom of the page, or use this button to find our other contact information.

Contact Us

Blogs

Are You Giving on Purpose — or Just in December?

Andrea Wilson |
Categories
Finance
Tax Planning
Estate Planning
Investments
Family
You know the season. Envelopes in the mailbox, messages in your inbox, and a cashier asking if you'd like to round up for a good cause. And somewhere between Thanksgiving and New Year's Eve, a lot of generous people make many of their charitable decisions in a hurry. In 2025, nonprofits received 37% of their annual online donations in December, with the final days of the year carrying much of that weight. 1 That's a...

Financial Impersonation Scams: What to Watch For

Andrea Wilson |
Categories
Privacy
Risk Management
Finance
Savings
Family
Many people picture a scam as something obviously off: a strange email, a robotic voice, a too-good-to-be-true offer. The more dangerous version sounds like rescue. A calm, professional voice tells you your bank account has been compromised, and they’re calling to help you fix it before it’s too late. That’s what makes it work. Impersonation scams, where criminals pose as banks, financial institutions and other trusted businesses, have become one of the more common ways...

Six Estate Planning Assumptions Worth a Second Look

Andrea Wilson |
Categories
Estate Planning
Family
Insurance
Retirement
Tax Planning
It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file. The only thing is, the file keeps changing. Accounts get opened. Families grow. Laws shift. And in the space between signing and revisiting, a handful of reasonable-sounding assumptions can start to stand in for an up-to-date plan. Here are six of those assumptions, along with what tends to...