We serve as a financial advisor to a select number of clients

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We provide our clients independent, objective advice from an open architecture platform

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We offer direct access to the principals and decision makers of our firm

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We work with our clients’ other trusted professionals (tax, accounting and legal) to create an investment strategy that is tax and risk optimized

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We are committed to providing a transparent wealth management service, which includes educating our clients on every aspect of their wealth plan

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We developed a proprietary risk management system and offer a personalized financial dashboard

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Our principals together have over six decades of institutional and private client investment experience in the equity, fixed income and alternative investment markets