Wealth Management

We don’t manufacture our own funds, which means there’s no internal incentive to recommend one product over a better one from somewhere else. The portfolios we build for clients use the same underlying instruments the partners hold personally — a policy that occasionally means talking a client out of something we’d also avoid.

Services span discretionary portfolio management, trust and estate planning coordinated directly with a client’s attorney rather than working around them, and family office services for households with operating businesses alongside investable assets.

Minimum relationship size is $2M investable, not because smaller accounts aren’t valuable, but because the planning work — real planning, not a quarterly rebalance — takes the same number of hours regardless of account size, and we’d rather do it thoroughly for fewer households than thinly for many.