When it comes to growing your wealth, our expertise makes an impact that compounds over time.
Our deep industry experience guides every recommendation we make to you, along with a time-tested disciplined process and a wealth of other excellent resources all focused on maximizing your after-tax net worth. This is one reason we grew to and remain one of the largest registered investment advisors in the nation*. We’re known for helping individuals and families grow and preserve their wealth — and building long-lasting advisory relationships along the way.
As an independent, registered investment advisor, we act as your fiduciary, meaning our recommendations align with your best interests. We have no financial products to sell, and that’s by design. This keeps our advice objective and transparent. This structure combined with our size allows us to focus on finding and hiring top-tier investment managers for a tailored investment strategy designed to work toward your specific goals.
Investments are only a piece of your overall financial picture, and our services are built on that premise. We seek to deliver advice in the context of your holistic wealth management plan, designed to bring you peace of mind in your financial future. Working side by side with your financial team, including tax, trust, and estate colleagues, we deliver a comprehensive strategy that empowers you to achieve your goals and preserve your legacy.
*1st on the list of CPA firms ranked by assets under management — Accounting Today, June 2022. Ranked on the list of “America’s Top RIA Firms” — Forbes, October 2022. Ranked on the list of “The Top 100 Wealth Managers” — RIA Channel, 2021. Ranked on the list of “The Top 100 RIA Firms” — Barron’s September 2022. Ranked on the list of “Best in State Wealth Advisors” — Forbes, February 2019. See award disclosures.