Our team’s disciplined approach combines personalized multi-generational wealth management for individuals and families with institutional consulting and retirement plan services for businesses. We help private investors and executive employees develop comprehensive wealth management strategies, including the integration of pension and retirement plan benefits.
Personal wealth management
Navigation for life
Specialized financial planning and comprehensive wealth management.
Institutional consulting services
Navigation for success
Corporate pension fund, 401(k) retirement plan, endowment and foundation consulting and investment management
Larry Smith and C. Scott Sutcliff have been recognized as industry leaders
- Larry Smith, Forbes Best-In-State Wealth Advisors, 2019, 2018
- Larry Smith, Barron's Top 1,200 Financial Advisors, 2020, 2019, 2018, 2017
- Larry Smith, Financial Times Top 400 Financial Advisers, 2019, 2018, 2017, 2016, 2015, 2014
- C. Scott Sutcliff, Financial Times Top 401 Retirement Plan Advisers, 2017, 2016, 2015