Unique Characteristics

The “right” wealth management firm is a very individual decision. No one firm can really be right for everybody and we don’t expect to be a perfect fit for every prospective client. Instead, we strive to be…and then remain…the best choice for a small, select category of people with substantial resources and complex needs.

Our clients tell us that what sets us apart from others in our field are…

  • Our insistence on intelligent planning through client education
  • Our penchant for unconventional wisdom
  • Our global perspective, both as to comprehensive planning and worldwide investment exposure
  • Our pro-active mindfulness to client service

…We are the leading independent wealth management firm.