A personalized approach to managing wealth

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, I’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And I’ll do the same for you. I can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Having an experienced investment manager can help simplify the complexities of your wealth, and it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, I can help you identify many opportunities–to help make your life easier.

I can provide you with investment services and guidance that make the most sense for you and your family. I’ll also be there to help you each step of the way as you pursue your personal financial goals.

Why we're different
Our Team

Get better acquainted with us and how we can help you

Learn more about us
Team picture

Pictured from left to right:
CURT CONNERS, GWEN STACY, PETE PARKER, Mary Watson, Betty Brant

Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.

Business Owners

Business Owners

06/10/2018
Unique solutions for business owners and entrepreneurs.
Niches
Corporate Executives

Corporate Executives

06/08/2018
Helping you manage your financial success
Niches
Endowments & Foundations

Endowments & Foundations

06/08/2018
Delivering strategic solutions to support and sustain the mission of your foundation
Niches
Families & Individuals

Families & Individuals

06/08/2018
A pragmatic approach to wealth management
Niches
Healthcare Professionals

Healthcare Professionals

06/08/2018
Helping physicians address their unique needs
Niches
Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
Niches
The real pleasure of one's life is the devotion to a great objective of one's consideration.
George Bernard Shaw