Though our clients often choose us for our comprehensive wealth management expertise, we look beyond the tactical guidance and take a much more expansive view of our role–we are true relationship managers. We commit to obtaining the greatest possible understanding of you, your family, business and personal priorities, as well as your total financial picture.
With deep experience working within Private Wealth Management's multinational investment and currency platforms, we are not only well-positioned to provide highly specialized guidance, but to directly access and execute solutions with ease and efficiency.
Judy Fredrickson and Rob Metcalf have been recognized as industry leaders.
- Rob Metcalf, Forbes/SHOOK America's Top Wealth Advisors, 2019
- Rob Metcalf, Forbes Best-In-State Wealth Advisors, 2019, 2020
- Rob Metcalf, Financial Times Top 400 Financial Advisers, 2016, 2017, 2018
- Judy Fredrickson, Forbes America's Top Women Advisors, 2018, 2019
- Judy Fredrickson, Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Judy Fredrickson, Forbes Top 200 Women Advisors, 2017
- Judy Fredrickson, Barron's Top 100 Women Financial Advisors, 2016, 2017, 2018, 2019
- Judy Fredrickson, Barron's Top 1,200 Financial Advisors, 2016, 2017, 2018, 2019