Wealth management is not simply a matter of money.

The human side is filled with specialized needs requiring discreet application of the principles of growing, enhancing, and preserving wealth. Solutions can be elegant. But they need to work for you. We do that.

Our Values

Integrity: "I won't accept anything less than the best a player's capable of doing, and he has the right to expect the best I can do for him."—Lou Holtz, former football coach and television analyst

Teamwork: "Teamwork is really a form of trust. It’s what happens when you surrender the mistaken idea that you can go it alone and realize that you won’t achieve your individual goals without the support of your colleagues."—Pat Summit, former Tennessee Women’s Basketball Coach

Accountability: "The clear vision, persistence and determination to reach one’s goal is the mark of a true champion."—Phil Jackson, former Chicago Basketball Coach and 11 time National Champion

Respect: "Respect is the foundation of any successful team. Without it, individual talent is just a collection of egos, but with it, a group of individuals can create greatness together."—Vince Lombardi, former Head Coach of Green Bay Packers

Commitment: "Don’t give up, don’t ever give up."—Jim Valvano, former NC State College Men's Basketball Coach and National Champion

Recent posts

Gratiarum Actio

With a new season upon us—one so full of giving—there will surely be opportunities for us to reflect on what we have and where we've been. We recall that our gratitude centers around the people—not the circumstances—that shaped us.…

Notes From the Middle of a Government Shutdown

The government has shut down 20 times in the last 50 years. Although the S&P 500 has stayed relatively calm during these periods, the mean duration has been about 8 days— which this year’s shutdown has already more than tripled. But it goes deeper.…

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