As a privately held boutique firm,
Gain confidence in knowing every financial opportunity is optimized for you.
1. You talk, and we listen.
2. We craft a plan together.
3. You focus on what matters, trusting your wealth is in good hands.
Financial Planning ~ Investment Management ~ Retirement Planning
Family Wealth Stewardship ~ Tax & Legacy Planning ~ Business Owner Strategies
Our Team’s Difference
You deserve a wealth management partner as committed to your success as you are.
We address every facet of your financial life to provide you with the clarity and confidence
you need to reach your goals and safeguard what matters most for your future --
enabling a better “return on life” for you and your loved ones.
Family Office Expertise
Our team is rooted in family office expertise that allows us to deliver a level of personalized service and expertise typically reserved for ultra-high-net-worth families.
We harness every available resource collaborating with top-tier tax and estate planning professionals to ensure a seamless, comprehensive strategy for your wealth.
Integrated Solutions
Our backgrounds allow us to take a truly holistic approach -- by integrating investment strategy with financial planning, tax efficiency, estate considerations, and legacy goals, we create a roadmap that aligns with your unique vision.
This holistic approach ensures that every decision supports your broader objectives, allowing us to address both your current needs and future aspirations.
Proactive Wealth Stewardship
We are committed to staying ahead of evolving financial landscapes, ensuring that your wealth endures, adapts, and thrives for the long term.
With a comprehensive view, we are able to deliver thoughtful cohesive strategies that help grow, protect, and preserve your wealth across generations.
Who We Serve
We prefer to delight clients with $1 million or more in investable assets, focusing on those who align with the key areas of our expertise below, rather than taking a one-size-fits-all approach. This allows us to provide a bespoke level of attention and detail in delivering solutions that truly reflect your distinct goals and priorities.
Business Owners
You want your business to thrive today while building a secure foundation for the future.
Your busy schedule often leaves little time to focus on managing wealth effectively, leading to missed opportunities or poorly coordinated strategies.
You need a tailored plan to diversify your personal wealth beyond the business, optimize tax efficiency, and build a strong retirement. At the same time, you want to safeguard your family and business against unforeseen risks and prepare for a seamless succession when it’s time to pass the reins.
High Income Executives
You want to ensure your wealth is strategically managed to build and protect lasting value.
Managing stock options, restricted stock units (RSUs), and other compensation arrangements can be complex, and you need help coordinating these with your tax advisor to ensure alignment with your overall financial plan.
You need a sophisticated strategy that minimizes tax burdens, maximizes growth, and supports your long-term goals. At the same time, you want to protect your assets, balance today’s lifestyle with tomorrow’s priorities, and create a solid foundation of financial security for your family’s future.
Retirees and Near-Retirees
You want to ensure your wealth continues to support the lifestyle you've worked hard to achieve while safeguarding your financial security in retirement.
Ensuring that spending aligns with long-term financial security is essential to maintaining your stability and peace of mind.
You need a strategy that creates security for your lifestyle, accounts for healthcare expenses, and preserves your assets for future generations. At this stage, you also want your financial decisions to align with your goals and ensure your wealth is managed with care for the benefit of your family.
Restarting Post Divorce
You want to ensure your wealth is protected and your financial future remains secure as you navigate the complexities of divorce.
You need a strategic plan to manage the division of high-value assets, minimize tax implications, and preserve your financial independence.
At the same time, you want to safeguard your retirement savings, maintain continuity in your estate plan, and create a clear financial path forward that aligns with your long-term goals and family priorities.
Meet Our Team
Chloe McCarthy
Co-Chief Morale Officer
Chloe Litzerman
Co-Chief Morale Officer
In Memoriam
In Memoriam
