Built to Simplify Your Financial Life

Our 3-step UniFi™ process is specifically designed to simplify your financial life. We bring all the different parts of your financial life together into an organized, unified plan, enabling you to make more confident decisions and be less stressed about your finances.

A 3-step process designed to simplify your financial life

Organize.

We collect your financial information and consolidate it into your UniFi™ inventory.

Collaborate.

Our Roundtable™ team approach helps ensure your financial plan is covered from every angle.

Financial planning
Retirement income planning
Tax strategies
Investment management
Estate planning
Insurance

Guide.

We clarify your options and put your plan into action, supporting you every step of the way.

Your financial life will be considered from every angle, including financial planning, retirement income planning, tax strategies, investment management, estate planning and insurance. When your needs require special expertise, our Roundtable™ team of specialists and advisors will be there to deliver strategies that integrate with your plan.

While your circumstances may change and your goals may evolve, you’ll always have a plan and one place to turn for all your financial needs. You can rest in the comfort of knowing your financial life remains unified.

97%

Our client retention rate speaks for itself. We believe our clients come to us, and stay with us, because of our team-based approach to wealth management.

Average annual retention rate—January 1, 2010, through December 31, 2017—based on client households with assets greater than $100K in our existing offices.