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We provide our clients with an array of financial services, including personal wealth management, customized financial planning, trust and estate planning, institutional investment strategies for attorneys, and all points in between. Since each client’s unique life and financial history requires its own roadmap, we custom-build a plan for every single client, designed specifically for their individual trajectory. We’re proud to have been in business for over 30 years and over those years we’ve developed some of the most experienced, comprehensive and technically sophisticated capabilities in our industry.
posted May 22nd, by Jeffrey D. Lancaster, CFP®
If the color of the sky at sunset or sunrise can help predict future weather patterns, we know, too, that the gyrations of the stock market can presage future economic activity. Because a stock’s price is largely determined by expectations of future profits, all else being equal a rising stock market sugges... continue reading
Our principals, portfolio managers, and the administrative support teams are exceptionally qualified to serve our clients. With prestigious educational degrees, industry certifications and professional honors, we’re frequently quoted in top national and local financial publications, and consistently recognized by many of those publications as being in their top tier of wealth managers.
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