The right advice starts with a trusted relationship and a personalized approach

Our mission is to help high net worth families make smart financial decisions to achieve their unique financial goals, while managing the complexities of their wealth through strategic portfolios, trusted stewardship and comprehensive planning.

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. We have the privilege of helping clients manage the complexities of their wealth, including tax and business planning, through carefully constructed investment portfolios and a strategic combination of traditional investment solutions and more sophisticated alternatives.

There’s more to your financial life than just investments. Working collaboratively with your other professional advisors, including attorneys and accountants, a holistic framework allows for an in-depth review and analysis of all aspects of your financial life. This all-encompassing approach will guide you along the path to successfully achieving your goals and enable us to personalize a plan for addressing every detail in order to make the best use of your wealth today and strive to ensure its endurance for future generations.

Brianne Gardner, MBA

Financial Advisor & Senior Wealth Manager

John McLean, CIM

Senior Portfolio Manager & Senior Financial Advisor

Sarah Entwisle

Senior Sales Assistant

Dynamic thinking makes a difference

We have helped our clients succeed in the management of their financial affairs by providing customized comprehensive 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.