About Us

Relentlessly client-focused

We start with the question, “What do you want your wealth to do for you?” Based on your answers, we’ll uncover opportunities that will help you attain your goals.

For over 240 years, we’ve been helping accomplished individuals, families, family offices and institutions build, manage and sustain their wealth through periods of economic growth, contraction and everything in-between.

Our multidisciplinary Active Wealth approach is structured around five core strategies and utilizes the same practices and discipline employed in institutional asset management. This helps ensure every financial decision actively and intentionally powers your goals.

Being relentlessly client-focused isn’t easy. But we’ve found it’s the only way to create the kind of client satisfaction that leads to enduring relationships that span generations.