The next generation of wealth.

Let us simplify your life and help you reach your financial goals.

Focusing on you and your financial milestones, we take a personalized approach to managing your wealth. Our knowledgeable and dedicated team cover the many facets of wealth management. Putting your interests first, we commit ourselves to delivering the highest levels of service to our valued clients. We create comprehensive and customized financial strategies for our clients encompassing tax, estate and philanthropy. In doing so, we empower you to make the best financial decisions both now and in the future.

We take the time to understand your needs and develop diversified portfolios that participate in market gains while minimizing volatility. We look at your personal circumstances, navigating investment decisions with an objective risk management process that takes the emotion out of investing.

No matter where your journey takes you, we will be there to support you with unbiased advice and proven strategies that help you protect and grow your wealth.


Latest Blog Posts
The More Things Change...
Author: Jack James
Astute observers may have noticed the recent change in our team's logo (top of this newsletter or within in our email signatures).... Read more
Steady as She Goes
Author: Thomas Dalinghaus
As I sat down at the start of this month to write our team's latest market update, I noticed that the situation "on the ground" closely... Read more
Charting the Course: 2024
Author: Jack James
As we step into 2024, the markets have picked up right where they left off, not skipping a beat. The year has kicked off on a strong... Read more
How things change...
Author: Jack James
How things change - reflecting on our conversation from the end of October, we had observed: “Over the past month, equity markets have... Read more

Wooden walkway over windy field

Tax & Estate Planning


Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


Should you help your adult child buy a house?

Your children may have the income to cover the cost of mortgage payments & home upkeep, but more parents are giving their kids financial gifts for a down payment in today's housing market. Should you?

View article


Train arriving, symbolizing timely insights

Market research


Get the latest market insights and trends from our internal research experts.

Market Ethos

8 July 2024
Bonds-equities: Diversification is harder to come by
View article


25 June 2024
Déjà vu
View article


Investor Strategy

July 2024
Second half challenges ahead
View article