Welcome and thanks for stopping by to learn more about us. As you may have seen in the Crain’s special section, our mission is simple: we help people make sound decisions to enjoy a full life. Achieving our mission means understanding what a full life means to each client -– then creating a path to help them realize their goals in all areas of life. We do this by taking the time to understand your unique situation.


For certain types of clients—business owners and independent women—we have teams of experts dedicated to serving their specialized needs. We invite you to learn a little more about each of our service teams:


Business Owners

Business owners are faced with unique challenges when it comes to wealth management because so much of their wealth is intertwined in their business.


From start-up and growth of the business to succession planning and sale of the business, we work with business owners at all stages and lifecycles of their business to develop a comprehensive wealth management plan.


Learn More and Find Resources for Business Owners


Women in Transition

The Women’s Service Team guides women through major life transitions, including divorce, the loss of a loved one, sudden accumulation of wealth, the sale of a business, or a career change. These unique circumstances  require specific financial planning and investment management strategies. 


Learn More and Find Resources for Women in Transition


Learn more about who we are and how we can help you meet your life goals.


Business Owners

Women in Transition




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