We provide a diversity of investment strategies, customized wealth management solutions, and trust company services to individuals, family offices, foundations, endowments, and institutions on a fee-only basis.

Our independence allows us to focus exclusively on the financial success of our clients, to provide rewarding career opportunities for our people, and to make positive contributions to the communities we serve.

Steadfast. Innovative.

Your Trusted Wealth Advisory for All of Life's Stages


We provide a diversity of investment strategies, customized wealth management solutions, and trust company services to individuals, family offices, foundations, endowments, and institutions on a fee-only basis.

Our independence allows us to focus exclusively on the financial success of our clients, to provide rewarding career opportunities for our people, and to make positive contributions to the communities we serve.

Explore our investment strategies...