Your Journey, Your Wealth Our Guidance

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. We’ve worked with our 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 – we can do the same for you.

Through a disciplined process and investment decisions based on your goals, time frame and risk tolerance, we can provide you with guidance that makes the most sense for you and your family. We’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional investment solutions and more sophisticated investment alternatives.

We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your personal financial goals.

frank ortencio
Frank Ortencio
Portfolio Manager & Senior Wealth Advisor
jayne fiamboli
Jayne Fiamboli
Associate Financial Advisor
nikki lee
Nikki Lee
Financial Advisor Associate
Shea Sullivan
Shea Sullivan
Financial Advisor Assistant

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Your Journey, Your Wealth Our Guidance

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Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
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Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team plans to continue to propel you forward with sophistication and a well-crafted plan.
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Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Riches do not consist in the possession of treasures, but in the use made of them.
Napoleon Bonaparte