As a boutique family office, we're structured to be able to uniquely serve and advocate for each our clients. Our services help clients with challenges such as:
To ensure your family's most important financial issues are addressed, we serve as your personal chief financial officer. We set the foundation for your financial house through your investment plan. Once the plan is in place, we address other components of your financial life as they arise.
Between Brad, Rob, Paula, Jen Robb, Jen Thomas, Kyle, and Derek we have over 150 years of experience in the industry. Our team’s collective tenure is complimented by the next generation of advisors, that bring to the new table new ideas and strategies for enhancing how we service clients.
Our process aims to assure you are currently living or on your way to living a Work Optional Lifestyle. To us, that means you are working because you want to and not because you have to.
To serve our clients, we bring together our connections with professionals in industries such as tax consulting, estate planning, institutional fund management, and market analysis
We believe in empowering people to make smart financial decisions or, if they wish, to absolutely choose a financial advisor who can implement sound wealth management principles. In sharing our financial knowledge and experience, we can partner with you to set a course toward your financial goals.
In addition, because we recognize that reaching your financial goals requires more than just good investment management, we have also designed an approach—comprehensive wealth management—that systematically addresses your entire range of financial issues.
