Who We Serve

 

Our mission is to provide quality and reliable service consistently. We are dedicated to simplifying your life whether you are an Individual, Family or Business. We accompany you on this journey through changing market cycles, business developments and family generations.

“To give real service you must add something that cannot be bought or measured with money, and that is sincerity and integrity.” – Douglas Adams

Individuals & Families

This is considered the bread and butter of our business and makes up a good percentage of our clientele. We specialize in working with Individuals and Families in regards to retirement planning, wealth preservation planning and portfolio management. We provide quarterly reporting and constant monitoring of a financial plan to ensure progress is made and goals are attained.

Planned Giving Programs

This is a common area of inquiry for High Net Worth individuals. Their motives for giving may differ but their generosity has proven to be constant. We offer comprehensive investment and gift management services to help you fulfill your objectives and have peace of mind.

Family Offices

We are a private wealth management advisory firm that has served local high net worth investors for over 30 years. Our Family Office Services offer a comprehensive outsourced solution to help manage ones financial and non financial wealth items. For example, we offer budgeting, insurance, charitable giving, family-owned businesses, wealth transfer and tax services.

Among the first of its kind in the Tri-Cities area, our Family Office Services group offers industry-leading resources and expertise for wealthy families, their legacies and charitable interests. We provide this intimate service so you are free to enjoy the important things in your life.

Professionals & Institutions

As a local business and institution we understand the confounding task of finding a trustworthy partner to put together a Retirement Plan for your employees. Considering how important your business and employees are to you, taking care of their financial wellbeing should not be taken lightly. We comprehend that every business and plan is different, and because of that we offer customized and cost effective solutions.

Endowments & Foundations

We understand there are generous individuals and entities in our community, who are dedicated to helping those in need. We provide solutions for endowments and foundations by offering a full range of investment and custody options. We tailor the relationship specifically to the goals and objectives of the endowments and foundations.