INDEPENDENT ADVICE, CREATIVE APPROACH, CUSTOMIZED PLANNING​
As an independent financial planning and wealth management firm, we specialize in helping people of significant wealth live off of their money, whether they are approaching retirement or already retired.
When you choose to work with us, you’re not just working with a single advisor. You benefit from working with a team of tenured advisors and our seasoned staff, accessible to you and collaborating on your behalf, every step of the way along your financial journey.
FORBES BEST-IN-STATE WEALTH ADVISOR
We were recently recognized on the
2025 Forbes Best-In-State Wealth Advisors National List.*
*Data provided by SHOOK® Research, LLC — Data as of 6/30/24. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK.