Accumulated Wealth

We recognize that hard work equals success. And being able to turn that success into financial stability over a long career deserves guidance and investment management to preserve acquired wealth. Our experienced team can help develop a strategy so that your assets will be there for you and your heirs.


A two-career couple who had each accumulated significant assets over the years began to feel that they did not have the time or knowledge to select investments for their now substantial assets. They wanted better options for their assets. Wealthy friends on the same philanthropic board recommended they speak to us.

We gave them a complete explanation of diversification (often misunderstood by self-directed investors) and described our differentiated approach to it. They were particularly impressed with the fact that we invest our own assets alongside those of our clients. We discussed how we evaluate investments and that our ability to draw upon both internal and external intellectual capital provides the broadest range of ideas.