Enriched Thinking

We are a highly specialized boutique offering total wealth management strategies to individuals, foundations and corporations.

Our clients are established and successful and have a minimum of $500,000 to invest.

  • Individuals
  • Foundations
  • Corporations

Our offering is diverse and covers all aspects of our clients’ financial needs with a specific focus on the following core areas:

  • Income solutions
  • Major donor giving
  • Tax efficient strategies
  • IPP’s and RCA’s

We have a deep network of specialists that we work with allowing us to provide sophisticated solutions that are customized specifically for each of our clients.  We manage our clients’ money with a sense of ethics and integrity.  We are humble in what we do and give back generously to our community.