Since 2005 we’ve helped our clients protect and grow their assets in a way that accomplishes their goals and aligns with their values. We emphasize relationships and a deep commitment to the well-being of our clients, staff, and communities.
OUR TEAM
A Dedicated Group of Experts
Our firm is built on the talent and dedication of our team and each of us, through our specific set of skills and areas of expertise, is focused on providing the highest level of service to our clients. Every client has the support and guidance of their advisory team as well as the support of the firm’s full team of resources.
OUR VALUES
Client-Centered Relationship
We offer our clients a positive, transparent, and client-centered relationship. We are independent of the conflicts of interest endemic in many investment operations run inside banks, insurance companies, and large Wall Street firms. We are a fiduciary and always provide advice that is in service of our clients’ interests and goals.
We work with individuals, couples, families, trusts, and nonprofits and manage over $500 million in assets.
OUR COMMUNITY
Investing in the Well-Being of Our Community
Helping build and maintain healthy and vibrant communities is a crucial part of who we are as a firm. We invest ourselves in the well being of our community by sharing our expertise, volunteering, and providing direct financial support to our community partners.
B THE CHANGE
Business as a Force for Good.
Since we were founded, we have been determined to provide a visible, sustainable alternative
to big financial institutions that are full of conflicts of interest, guided by
short-term investment horizons, and have little concern about stakeholders’
interests. That’s why we were so thrilled to become a B Corp and to measure
ourselves against its rigorous standards.
