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Our History

With a rich 40-year history in the areas of financial planning, education and investment services, we develop and assist in implementing holistic financial solutions to help our clients achieve their goals.

Financial Counseling

We apply world-­class research and an unmatched breadth and depth of resources to build clear, continuous and caring financial relationships.
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Family Office

We coordinate follow-through across disciplines to provide accessible, personalized financial stewardship for generations.
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Investment Management

We apply expert knowledge and manage risk with discretion and transparency to optimize financial outcomes.
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Careers

We're growing and searching for the most qualified and client-oriented professionals to join our team.

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Headquarters

  • Saratoga Springs, NY
  • 866-325-2215

Regional offices

  • Albany, NY
  • Atlanta, GA
  • Boston, MA
  • Chicago, IL
  • Cincinnati, OH
  • Dallas, TX
  • Detroit, MI
  • Houston, TX
  • Irvine, CA
  • McLean, VA
  • Minneapolis, MN
  • Parsippany, NJ
  • Pittsburgh, PA