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About Us

Philosophy & Approach

We believe that a comprehensive service offering, with transparent fees and aligned incentives, positions our clients to best achieve their financial goals and ultimately, peace of mind.
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Chartered in 1999 as an employee-owned company, we value client autonomy, building stable long-term relationships, and a commitment to remaining rooted in our community.

Ready to take the next step with your financial future?

A company devoted solely to investment management and trust services, we are unique among fiduciary and investment advisors for our combination of independence, employee ownership, expertise, and our approach to maintaining long term relationships.