Henry David Thoreau once said, "Wealth is the ability to fully experience life." We couldn't agree more. Our goal is for you to thrive. We are dedicated to providing the highest level of financial and investment expertise, enabling you to confidently enjoy your best possible life and legacy. From the most simple to the most complex, your needs are served with an objective, rigorous, and supportive approach so you can make informed decisions about life and money. We collaborate with individuals and families, as well as their advisory team, to build and implement financial and investment plans. We ask thought-provoking questions, provide insightful analysis, and facilitate discussions in which clients speak their minds, secure in the knowledge that they are understood and supported. As fiduciary investment consultants to trustees, corporate retirement plan sponsors, and managers of endowments, we partner with our clients to establish and implement prudent investment processes that meet the Global Fiduciary Standard of Excellence.