The work we do now for clients is the culmination of a 15-year process.  For many years we struggled to serve clients in financial settings structured by others.  As such, we found ourselves spending the vast majority of our time and energy on administrative details. 

What drew us to this work in the first place was the human element.  What has meaning for us has been our relationship with the people we work with, not the requirements of the institutions we worked for.

We invite our clients to use us as a “third eye” to help them plot and navigate a course toward realizing their personal and financial goals; to enrich their lives as well as their portfolios.