We work with more than 700 families and manage over $1 billion in assets for clients both in the mid-Atlantic region, and around the world. We act as our clients’ personal Chief Financial Officer, and ensure that their overall financial goals are met in a responsible way, through the combination of comprehensive financial planning and active portfolio management. Our team has a single mission: To help our clients live the lives they’ve worked so hard to enjoy. When we take on new clients, they become part of our extended family, and in the past two decades, we’ve developed multi-generational relationships with many of them.
Those we work with include successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets. While our clients’ investable assets typically exceed $1 million, we are able to serve clients at every asset level.