Connect with us
Far from being a couple of advisors who joined practices, our team is more like a family – in fact, some of our team members are also family members. After 20+ years in business together, we work as a unit, not taking on individual clients per advisor but serving each client together as a team.
We’ve stuck together with each other and with our clients through good times and bad. We weathered the storms of the 1999 technology crash, 9/11, the financial crisis of 2008, the S&P 500 flash crash of 2010, the taper tantrum of 2013, Brexit in 2016, and the COVID-19 pandemic.
We are resilient, tight-knit, and ready to serve your investing needs.