In 2015, we became affiliated with Focus Financial Partners.  They are the leading international partnership of independent wealth management firms. Together with the other independent Focus firms, we are passionate about providing un-conflicted, unbiased advice and doing the right thing for our clients. Focus Financial Partners also provides firms with strategic support and the resources they need for growth and continuity including:

  • Sharing of best practices by industry experts
  • Grooming internal talent and recruiting for succession planning
  • Access to resources, and operational and technology efficiencies
  • Support for future growth initiatives