Wealth Management

Helping you grow and protect your wealth for generations through smart diversification, risk management, and a streamlined approach.

Disciplined Investing Designed for Lasting Success

We are deeply committed to helping our clients grow and protect their wealth, and we believe a disciplined approach is essential for successful investing outcomes.

As Charley Ellis famously said, "The average long-term experience in investing is never surprising, but the short-term experience is always surprising."

For over 65 years, our clients have trusted us to steward wealth for their family and their legacy.

A Planning Perspective Approach to Investment Strategy

We take a Planning Perspective approach to investment strategy, focusing on holistic thinking and how each decision impacts your overall financial situation — not just building a pie chart in hopes of a growing balance.

Operating under a fiduciary standard, we align our interests with yours, providing unbiased access to a wide range of solutions, including exchange-traded funds, custom portfolios of stocks or bonds, annuities, and FDIC-insured products.

Investment Philosophy

Our investment philosophy is guided by five core principles:

Diversification

We believe diversification is a fundamental building block of a sound portfolio. By spreading investments across various market segments, we aim to reduce the risk of concentration and increase the probability of long-term growth.

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Historical Performance

We seek to utilize experienced money managers with proven track records. We believe an investment manager's risk-adjusted performance across different market cycles is a more accurate metric than short-term results.

Low Fees

While investment returns are unpredictable, fees are not. We identify investment solutions that offer high-value methodologies at competitive fee structures for our clients.

Corporate Governance

We seek good stewards of money who align the interests of money managers and our investors. We partner with investment managers who utilize transparency of their products, employ qualified people, follow standardized processes, and maintain ownership in their own strategies.

Simplicity

We recognize the common belief that complex solutions are more effective than simple ones. However, we prioritize historical evidence over sensational headlines and steer clear of fleeting trends. Clients are best served when they clearly understand what they own, why they own it, and how to react when things feel volatile.

Asset allocation does not guarantee a profit or protect against loss in declining markets.
There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio
or that diversification among asset classes will reduce risk.

Our Investment Process

The marketplace offers an overwhelming and ever-growing array of investment products. We serve clients who recognize that access to information is not the same as wisdom in decision-making.

From a universe of over 20,000 options, we use the technology of strategic research resources to curate a select list of fewer than 50 eligible solutions for our clients. With our Planning Perspective approach, we match the right investment products to our clients' goals, fully understanding the ancillary impacts on tax filing, cash flow, and potential risks.

Private Wealth Services: Expertise for Your Financial Journey

For busy professionals and families with over $10 million in investable wealth, our Private Wealth Services provide the expertise you need, a process you can trust, and a relationship that saves you time. Our advisors focus on your unique goals to ensure financial security and a lasting legacy for future generations.

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Let’s Plan for Your Success

If you’re looking for a trusted advisor who truly understands your financial goals, we’re here to help. Our personalized approach gives high-achieving professionals and families a dedicated point of contact and ongoing guidance — always with your best interests in mind.

CONNECT WITH OUR TEAM

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