Our partners and our team WORK WITH YOU

Because there is more to our comprehensive wealth management approach than just investments, we work with a broad spectrum of professionals in conjunction with you. The network we have built and the relationships we have cultivated over many years includes tax professionals, estate attorneys, corporate councils, money managers, commercial and private bankers, property managers, real estate agents and insurance agents. Whatever your need, we have the knowledgeable contacts in place to help you. It’s how we coordinate all aspects of your life.

“Friendship is thinking of the other person first.”
George Alexiou