Experienced Wealth Management

We provide custom financial strategy solutions that are designed to help articulate and achieve each client’s goals.

team pic

Why Should You Work With Us?

  • We carefully listen to create a plan that reflects specific visions, values, goals and priorities.
  • Together we bring 100+ years of combined professional experience and training that has earned us the respect and trust of high-net-worth individuals, families, charitable foundations and institutional clients. 
  • We guide our clients through the decision making process of investing to help keep the plan on track to achieve long term goals.
  • Our team delivers the highest level of personalized service.

Every relationship we build is unique and important to us.

We look forward to working with you.

To schedule a confidential exploratory meeting, please contact Karen Piper.


Dr. Geoffrey A. Silver, CFP®, Ph.D.*
Managing Director - Investments
(310) 288-5416
Adena M. Smith
First Vice President - Investments
(310) 288-5418


Karen Piper
Senior Registered Client Associate
(310) 288-5456
Brooke Koenig Bolona
Client Associate
(310) 288-6003
CA insurance license# 0a36928
CAR# PM-11082025-6611875.1.1

*Ph.D. in Economics  

Photography taken by Geoffrey Silver, Managing Director - Investments