Meet Our Team
We don’t just manage your wealth. We raise a glass at your birthday. Celebrate your successes. Lend an ear. Share a laugh. There’s nothing impersonal about the business of wealth management. And part of why so many of our clients stay with us year after year is because they know that we believe living a successful life is so much more than money.
Our team of advisers brings not only significant professional expertise but also unique perspectives and personalities, enriching our firm. Alongside our advisers, we have a dedicated team of professionals collaborating closely to serve our clients’ best interests. We cultivate a distinctive blend of accountability, unwavering commitment, and genuine respect for one another, resulting in an organizational culture that you won’t typically find at other firms.
And not that we’re here for the accolades, but we’re proud to see our efforts recognized by inclusion on the following rankings and lists:
- Forbes America's Top RIA Firms in 2023
- Barron’s Top 100 RIA Firms in 2020, 2021, & 2024
- Barron’s Top 100 Women Advisors 2022, 2023, & 2024 (Julie Parisio Roy)
- CNBC Financial Advisor 100 since 2021
- America’s Top RIAs by Financial Advisor Magazine 2023
For more information, please visit our disclosures page.
