Team-Based Wealth Management

Our Story

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.

That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth.

Purpose & Mission

We work together to improve our clients’ lives by seeking to provide them the best possible financial advice.

Our mission is to help more people achieve their goals by creating a better approach to financial services that’s centered completely on our clients.

Values

INTEGRITY

We are defined by our principles and character. We do the right thing. Always.

TEAMWORK

We work together—with each other and with our clients. We share perspectives and explore every point of view, because the best ideas are born from collaboration.

CLARITY

We demystify financial services by always using straight-forward language that’s easy to understand. Our communication is simple and direct.

COMPASSION

We care deeply about our clients and each other. We’re committed to improving and enriching lives.

DRIVE

We constantly push ourselves and each other. We strive to be much more than your typical financial services firm. We strive to be the best.