About Our Team

We’re all about families — your family and ours. Your family is our primary focus. We consider it a privilege to work with you long-term and over multiple generations to help build, manage, preserve and transfer your wealth. Our family is a team of professionals with a broad range of skills and experiences who take seriously our responsibility to your family’s financial security and success. We take pride in consistently offering new strategies and solutions customized to your unique goals and circumstances. We make it a priority to educate you about options and opportunities so you are better positioned to make informed decisions as you strive to achieve your goals and create a legacy for the future.

We function as a family office and aim to be your primary resource for every facet of your financial life. We want to be your first call, whether you have questions or need guidance, and whether we can help directly or refer you elsewhere to get the direction you need. For example, we regularly collaborate with clients’ attorneys and CPAs to help ensure alignment with goals, and can introduce you to our network of proven professionals when needed. Truthfully, as long-time trusted advisors who enjoy strong relationships with our clients, we’re often asked for advice outside the financial realm, and we’re happy to help. We’re always here for you.

We work with individuals and families all over the U.S. from our Philadelphia home base. Our close-knit team has been intentionally assembled based on shared values and a commitment to integrity and service, to bring you the comprehensive investment program you need to take care of your family’s financial needs today and tomorrow.