pillar Immersive

We are immersive.

We plug ourselves into your financial landscape and personal goals. This enables us to offer comprehensive financial advice that connects multiple solutions and finds every opportunity.

pillar Tested

We are market-tested.

With nearly a century of experience, we have every playbook from every market cycle.
History informs us, but innovation drives us.

pillar Fluid

We are fluid.

We are not beholden to the standard ways of doing things. We are not rigid in our beliefs. We are adaptable to all circumstances and landscapes, in both the economy and our clients’ lives.

pillar Loyal

We are loyal.

We have no hidden motives or agendas. As fee-only fiduciaries, we exist to serve your best interest.

pillar Innovative

We are innovative.

We create unique and unconventional solutions that are drawn from and validated against a network of global resources.

 
50

employees on our team

 
96+

year track record of demonstrated results

 
$10B

in client assets under advisement

Data as of 6/30/2022

Photo of Katie Vinciguerra

Team

Meet Katie Vinciguerra

Wealth Management Associate

As a Wealth Management Associate, Katie brings exceptional client service and wealth management expertise to client relationships and portfolio administration.

See Full BioMeet The Team

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