Is our firm a fit for you?

Are looking for a long-term partnership with a professional team that provides more than investment management

Have at least $1 million in investable assets (though we occasionally work with clients who have less if we feel their values align with ours)

Value a trusted advisor who can take care of their families throughout multiple generations

Prefer to delegate the role of financial management to an experienced advisor, so they can enjoy life and focus on doing what is most meaningful