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Our integrated wealth planning process is designed to strategically coordinate aspects of your financial life, including tax planning, estate planning, insurance, mortgages and more – now and into the future.

We are an integrated wealth management firm offering comprehensive strategies designed to elevate your financial potential and help maximize future opportunities. Barron’s has named us the #1 independent financial advisory firm in the nation four years in a row. Awarded each September (2018 -2021) by Barron’s, based on data within a 12-month period. Compensation paid for use and distribution of rating.

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Number 1 independent financial advisory firm in the nation by Barrons 2019, 2020 and 2021

Number 1 independent financial advisory firm in the nation.

Number 1 independent financial advisory firm in the nation by Barrons 2019, 2020 and 2021

Awarded each September (2018 - 2021) based on date within a 12-month period. Compensation paid for use and distribution of rating.

Top U.S. registered investment advisers

Financial Times 2020

Listing published annually in July and is based on data gathered by Financial Times in 2020.

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1.3M

Clients1

1Data as of March 31, 2022

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1Data as of March 31, 2022

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1Data as of June 30, 2022

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2Data as of Dec. 31, 2021

145

+

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1Data as of September 30, 2021

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