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Customized solutions.

“We tailor client portfolios to achieve their goals of capital preservation and wealth generation.”

Naomi Dalessandro, CFA
Portfolio Manager

Your Unique Challenges & Our Wealth Management Expertise


Your finances and investment goals are unique. We know we can truly understand them by listening closely to you. We utilize our collaborative approach and apply the full breadth of our team’s knowledge and experience to your situation. Our solutions for you will be flexible, focused on your best interests, and designed to build and protect your wealth.

Our relationships with clients often span decades. We embrace our role as a long-term, trusted family advisor, operating in the tradition of a family office to address a wide range of issues that arise over time.

Our services include: