“Having developed deep experience through my years of public accounting and merger and arbitrage on a global scale, I am passionate about offering valuable insight and impactful solutions for our clients.”
— Samantha A. Parker-Hopkins
Our team’s personalized approach provides goals-oriented, multigenerational wealth management for affluent families and comprehensive consulting for nonprofits and privately held businesses.
Whether we are advising a foundation or a successful family, we work closely together with our clients to create a fully integrated, customized plan to help them achieve what matters most. Our disciplined approach, industry knowledge and deep experience has helped give our clients comfort in knowing their finances are aligned with what they seek to achieve.
Samantha A. Parker-Hopkins has been recognized as an industry leader.
- Forbes Best-In-State Wealth Advisors, 2018
- Working Mother Magazine Top Wealth Adviser Moms, 2017, 2018
- NAPA Top Women Advisor List, 2016
- Financial Times Top 401 Retirement Plan Advisors, 2016, 2017