Three decades in the markets and an extensive banking career have given Tom an independent perspective on investing and risk, as well as trading, capital funding and liquidity management. Tim’s planning and insurance background combined with a former career on Capitol Hill and Alexander’s hands-on participation in the energy sector, particularly with executives, bring another level of understanding and problem-solving to our advice.

That’s why our relationship with you begins with an in-depth planning discussion. Our planning process integrates your financial assets and liabilities with your savings and investment priorities. This gives us a comprehensive and cohesive view of what you have and what you may need to achieve your goals.

We believe that financial security and trust matter most to our clients. With a custom plan in place, they know that we are focused on overseeing their strategy and they can focus on enjoying the life they’ve worked so hard to build.

To us, it’s about keeping our advice independent, measured and rational—we know what we know and what we need to help you avoid—emotional decision making that can derail your strategy. We consistently focus on reasonable cost, transparency and liquidity.

Our entire team strives to provide you with the insights, resources and confidence you need to make well-informed decisions. With access to the platforms and solutions of UBS, a world leader in wealth management to our “extended team” of firm-wide specialists in complex investing and planning, we believe we can comprehensively help you manage every aspect of your financial world.