Rated by Forbes/SHOOK as a

2024 Best-in-State Wealth Management Team.

With over 140 years of combined experience in the financial services industry, we are a team of 4 investment professionals and two client support associates working together to deliver comprehensive wealth planning to our clients. As wealth management needs become increasingly more complex and demanding, our goal is to shed light on the intricacies so that you can gain confidence in your personalized investment plan. 


_{2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.}