Our team’s disciplined approach combines personalized multi-generational wealth management for individuals and families with retirement plan services for businesses. We help private investors and executive employees develop comprehensive wealth management strategies, including the integration of pension and retirement plan benefits.

A Special Message From Larry Smith

Our Accolades

Larry Smith, Managing Director – Investments, and C. Scott Sutcliff, Senior Vice President – Investments, have received the following awards:

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  • Larry Smith, Named one of the Forbes Best-In-State Wealth Advisors,1 2021, 2020, 2019, 2018
  • Larry Smith, Named one of the Barron's Top 1,200 Financial Advisors,2 2020, 2019, 2018, 2017
  • Larry Smith, Named one of the Financial Times Top 400 Financial Advisers,3 2020, 2019, 2018, 2017, 2016, 2015, 2014
  • C. Scott Sutcliff, Named One of the Financial Times Top 401 Retirement Plan Advisers,4 2017, 2016, 2015

1The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

2The Barron’s rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances.

3The Financial Times 400 Top Financial Advisers rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components.

4The Financial Times 401 Top Retirement Advisers rankings are based on data provided by financial advisors and financial services firms. The applicants were then graded on six criteria: DC assets under management (AUM); DC AUM growth rate; specialization in DC plans; years of experience; advanced industry credentials; and compliance record. Investment performance is not an explicit component.

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