Introduction

When I began to run, I quickly decided that I wanted to qualify for the Boston Marathon. That's a much larger challenge than I had anticipated early days in my running. And it was about a three year process and there was lots of injuries along the way and a lot of pain.

But I use that as an example from an investment perspective, where patience and perseverance over time really helps to pay off. So the same values that I carry in my life are the same values that I carry into my business. You have a set of values that govern your behavior and relationships in life. It makes sense to rely on that set of values regarding your wealth.

When it comes to wealth management we understand there's no such thing as one size fits all. Every family has unique values and passions. Through our process we capture the real you so that we can tailor solutions to your unique situation and needs. One of the things that we're most interested in is helping you understand what it is that you're trying to accomplish with your wealth. From the moment you walk into our office you realize it's really all about you. We act as your private CFO. Our goal is to protect your wealth while generating higher returns over time.

One of the things that I really enjoy about the business is actually meeting with my clients face to face. Our unique approach starts with an overall view of your family's wealth. We go above and beyond to ensure every aspect of your financial well-being is understood and managed effectively so that you can be free to do what is important to you. Our clients choose us because they are not prepared to gamble when it comes to their wealth. We're not going to advise you anything that we wouldn't do ourselves. Our own money is invested alongside of our clients. We protect not only you, but we also protect the next generation once that asset gets moved down. We understand that the transfer of your wealth to future generations is far more than just the dollars and cents. It's about the transition of your legacy.