About us

Our team has over 50 years of combined experience in the financial services industry. Together, we bring together a diversity of perspectives, backgrounds, and competencies to efficiently manage a full spectrum of client wealth management needs. Merging our knowledge with the technology and vast resources of Morgan Stanley, we build financial plans which help meet goals, while preserving and building wealth for our clients.

As a team, our approach to managing your wealth is unified, and customized specifically to you. Our collective attitude is to avoid the cookie-cutter model prevalent in the wealth management industry today. At the forefront of our team is the human element of each relationship. It is our aspiration to be your trusted advisor. By intently listening to our clients, we uncover goals and objectives existing now, and in the future. To this end, we simplify complex matters in a way easily understood and actionable for our clients.

Many of our relationships span decades, and as a result are multi-generational in nature. We approach each new client in the same manner, and as if they will know us for generations to come. Close relationships with our clients have allowed us to successfully guide clients through a variety of markets and economic environments together. It is our sincere hope we have an opportunity to introduce our unique style of wealth management to you, and your family.