We tell clients what they need to hear, not just what they want to hear – which can be difficult but necessary for client’s long-term success.
We structure client accounts to offer accountability and transparency.
We feel our clients trust us on a personal, as well as a professional level.
We focus on quality of investments and your long-term plan not the idea of the day or selling one particular investment.
We take a holistic approach considering your entire financial picture to be more than just a collection of its parts, while recognizing the interdependence of those parts.
We coordinate with client’s CPA and estate planning attorney – or help them find trusted professionals that suit their needs.
Our staff of experienced professionals is dedicated, responsive and service oriented.
Tom has over 30 years in the financial services industry including experience in many of the world’s leading financial centers including London, Frankfurt, Geneva, Hong Kong, Singapore and New York.
Coming from an entrepreneurial family and previous career managing a small business - Keith understands the day to day needs of a business owner and the strategies that compliment running a successful business.