About Us

Extraordinary Service…Client Care…Experience You Can Trust

We are dedicated to assisting our clients in pursuing their financial goals by providing investment management and strategic wealth planning to executives, small business owners, and women in transition

We serve as your financial advisor and personal CFO while partnering with each client to create a personalized strategy addressing their goals, needs and priorities.  Whether you are saving for retirement or a child’s education, want to honor a relative’s financial legacy or ensure the succession of a family business – each person’s plan is unique.

We value the client relationship and truly listen to clients and what is important to them. We help clients pivot effortlessly while keeping them well informed and guiding them through timely decisions.