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Why Work With Us?

'One life is all we have and we live it as we believe in living it. But to sacrifice what you are and to live without belief, that is a fate more terrible than dying.'

~Joan of Arc


Our thorough scrutinization and high net work counsel is second to none amongst our industry. Why? Because we have purposely constrained ourselves to only working with 80 families. These families have the benefit of a team that works with their other professional advisors and uncovers the gaps in the wealth plan. Then, takes control, unburdening the family and our team demonstrates their value in quantifiable and non-quantifiable terms.

We are able to foresee the potential issues that will arise in your financial situation and present solutions to deal with them because our service model is anticipatory in nature. Our value is not limited to the direct investment increase that we effectuate. It is the tax we saved you through our tax optimization strategies, and the estate tax and probate through our estate and insurance strategies.

Our process has transitioned clients to goal achievement for over 20 years. Simplicity, with depth, works.

Our Business Beliefs are our Guiding Principals

Our 110 years of Global combined experience has encouraged us to adopt five distinct beliefs which constantly challenge us to raise the bar of excellence.

These business beliefs are our Guiding Principles: they drive us on a daily basis.

  1. We believe there is a discrepancy in the quality and delivery of advice in the private client world.

  2. We believe investors are overwhelmed with information and require a dedicated expert to guide them.

  3. We believe in the right of clients to have things thoroughly explained.

  4. We believe that the need for a meticulously written wealth plan cannot be overstated.

  5. We believe the only two things in life that are certain are death and taxes. Hence, we believe it is critically important that we account for and plan for both.