David Larocque Bio Image
David Larocque, CFP®
Portfolio Manager
Sandra Liu Bio Image
Sandra Liu, CFP®
Financial Advisor
Daphne Monaldo Bio Image
Daphne Monaldo
Branch Administrator
Curtis Miller Bio Image
Curtis Miller
Financial Advisor Assistant

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, we’ve worked with clients and their other professional advisors – including legal advisers 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 we’ll do the same for you.

We 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.

Services we offer

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Unique solutions for business owners and entrepreneurs.
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Helping you manage your financial success
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Delivering strategic solutions to support and sustain the mission of your foundation
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A pragmatic approach to wealth management
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Helping physicians address their unique needs
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Nurturing wealth so you can live a longer, better life.
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News & resources

Unique solutions for business owners and entrepreneurs.
Read More
Niches
Helping you manage your financial success
Read More
Niches
Delivering strategic solutions to support and sustain the mission...
Read More
Niches
A pragmatic approach to wealth management
Read More
Niches
Helping physicians address their unique needs
Read More
Niches
Nurturing wealth so you can live a longer, better life.
Read More
Niches
Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.
Franklin D. Roosevelt

An elevated advisory experience

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present.