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.
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.