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Individual & Family Services

Our team has the specialized knowledge you need to help simplify your financial life.

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Whether you’re seeking wealth management advice, help with tax preparation, or family office services, our team is prepared to cover every angle of your most complex financial needs, all through one point of contact.

Financial Planning

Comprehensive Wealth Management

Financial Plan 3

Additional Services

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, 2018—based on client households with assets greater than $100K in our existing offices.