Your investments are too important to trust to anyone else.
No matter how much you have to invest, you want to feel confident in your choices and secure in your financial future. Our team of local investment advisors has decades of experience and a reputation for strong, consistent success.
We’re committed to personal service, quick responses, and meeting you when – and where – is most convenient. We aren’t paid on commission. We’re fiduciaries, and we take that responsibility very seriously.
We believe financial partnering is even smarter than financial planning. Before we talk about how to get you to your finish line, we invest in getting to know you, your goals and your story. Working together to build a plan that is the best fit for you is a key to our success – and yours.
You don’t need a trust to take advantage of our investment management capabilities. Clients with IRAs and individually managed accounts enjoy the same level of professional expertise and commitment to service as our conventional trust customers.
Our experienced portfolio managers are focused on creating solutions that incorporate your values and personal investing philosophy.
Our comprehensive trust and estate planning services allow your vision to be fulfilled, and we offer personalized and flexible plans to meet your unique goals and needs. With a trust, we’ll act as your liaison, coordinating and communicating with your designated team of professionals, simplifying the process for you and your family. We serve with consistency as trustee, co-trustee, or agent.
An effective estate plan serves as a blueprint for those responsible for handling your affairs, providing direction and guidance during your lifetime, and protection and transfer of your assets after you pass away. It can help ensure a lasting financial legacy, and our experienced advisors can help determine the best path for you.