Our dedicated team of qualified financial experts will be there for you every step of the way
About Us
Our team has amassed more than 75 years of collective experience, yet we are all in the prime of our careers and young enough to serve as your lifelong advisors.
Our group sees itself as a family – and that is reflected in our interactions not only with one another, but with you. While one of us may take the lead on a client-advisor relationship, you will receive the benefit of each team member’s experience as we manage your financial affairs.
We are proud of and invested in our city of Vero Beach, but serve clients across the country. Our financial expertise, values and commitment to the long term truly have national appeal.
FOCUSED
Our singular focus is the success of our clients. Each client is served by a dedicated portfolio manager and client service associate. However, this is just the tip of the spear. Supporting your dedicated team are our investment committee, research function, operations staff, client education resources, and expert network.
Your Team
Curious to learn more?
Let's connect.
We’d love to talk. Let us know how we can help and a member of our team will help get you started.