ABOUT US

We are proud to bring extensive technical expertise to the table, but find that our true differentiator is the emphasis we put on providing high touch service. We are especially dedicated to keeping client-to-advisor ratios extremely low. In fact, our Client Service Managers never serve more than 25 families, which allows them to build intimate relationships with every client.

Because we maintain such low ratios, we are both proactive and extremely responsive with client requests. Our team is always eager and able to serve in whatever format best suits your needs—from in person meetings, to video chats, from texting, to late-night emails, we are focused wholly on serving you. Plus, this flexible approach allows us to seamlessly serve clients in every corner of the nation.

Last but not least, we are proud to be a sustainable, multi-generational team. This ensures that our high touch service has continuity of care that spans generations.

If you’d like to learn more about us, please check out our team bios below!