Established in 2012
We offer highly personalized wealth management services to meet the complex needs of individuals and families with $2 million or more in investable assets. With unparalleled experience and deep commitment to serving your needs, we help address diverse personal wealth management challenges, including:
• Planning for a successful retirement
• Diversifying from a concentrated stock position
• Preparing for a successful transition from business ownership
• Understanding and making the most of executive compensation
• Transferring wealth to future generations
• Integrating philanthropic and investment goals
Regardless of your situation and needs, we offer personalized, innovative advice and insights informed by deep expertise and centuries of managing wealth.
We look forward to Meeting with you.
Christopher A. Smith
Providing highly personalized wealth management services to meet the unique needs of individuals and families
Helping Preserve Wealth for Future Generations