Sophisticated Wealth management Dedicated to the high and ultra-high net worth

Service above and beyond. It is what you deserve and is what we strive to deliver! You don't settle for anything less than the best: Neither do we. Quite simply, there’s too much at stake to entrust the management of your wealth to a lack of experience or attention to detail. That’s why our team focuses on you and your financial and personal life with no tolerance for loose ends. We pride ourselves on providing a high level of due diligence and an uncompromised level of service when it comes to your needs and desires.

Daniel Tye

Financial Advisor Accredited Asset Management Specialist

Alan Joyce, WMS^TM

Senior Vice President, Investments Investment Management Consultant

Kathleen Whitsel

Senior Registered Service Associate

Bill Frazier

Vice President, Trust Consultant

Matt VanCleve, J.D., CFP^®

Private Wealth Strategist

John Hanlon, MSFS, CPWA^®, ChFC^®, CLU^®

Private Wealth Consultant

Beth W. Dominguez, CFP^®, CPA, CPWA^®, CEPA

Private Wealth Consultant

Ken Grider

Managing Director, Head of Business Development

Jason Abeles

Vice President, Banking Consultant

Marissa Acel

Regional Insurance Planning Specialist

Cari Kearney

Regional Structured Investments Consultant

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, 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.

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.

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 aims to help you propel forward with a sophisticated, well-crafted plan.

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.

Business Owners

Unique solutions for business owners and entrepreneurs.

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Retirees

Nurturing wealth so you can live a longer, better life.

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Corporate Executives

Helping you manage your financial success

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Families & Individuals

A pragmatic approach to wealth management

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Family Offices

Sophisticated expertise in planning for today and future generati...

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Planning is bringing the future into the present so that you can do something about it now.

Alan Lakein