Fiduciary Investor Advisors for Individuals and their Families

We help people manage their investments, make financial plans, and feel confident that they will always have enough income. As investment advisors our advice is goal-focused and planning-driven, as sharply distinguished from an approach that is market-focused and current-events-driven.

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Private Wealth Management For Everyone

We combine investment management with comprehensive financial planning to give you the best in private wealth management.

In the late 20th century, I served the ultra-wealthy and business elite at a New York City hedge fund and at Stern Stewart & Co. – the EVA Company. Then, after the dot com stock market crash in 2000, I left Wall Street to serve individuals and their families.

Did you know that the average investor lost nearly half of her savings in the two market crashes in the first decade of the 21st century (2000 and 2008)?

The ultra-wealthy came out just fine. Why? The rich have better investment solutions than the rest of us….until now. We have changed that.

Private Wealth Management For Everyone

We combine investment management with comprehensive financial planning to give you the best in private wealth management.

In the late 20th century, I served the ultra-wealthy and business elite at a New York City hedge fund and at Stern Stewart & Co. – the EVA Company. Then, after the dot com stock market crash in 2000, I left Wall Street to serve individuals and their families.

Did you know that the average investor lost nearly half of her savings in the two market crashes in the first decade of the 21st century (2000 and 2008)?

The ultra-wealthy came out just fine. Why? The rich have better investment solutions than the rest of us….until now. We have changed that.