Our Promise

Welcome and thank you for considering our services. Over the last two and a half decades we have focused on one thing — acting only and solely in our clients’ interests. Serving as a fiduciary is both our promise and commitment.

In our conference room we keep an empty chair in the corner to represent our clients’ presence in every meeting – a reminder of who we serve.
Our focus is to deliver world class wealth management to our clients, both locally and nationwide. Our commitment is to give you an understanding and confidence around your financial life that you have not experienced before. To that objective, we have created SOJOURN, our proprietary wealth management application and approach. We define SOJOURN as: “a pause in the path of a longer journey”.
It is our hope that we have the opportunity to demonstrate this promise to you.