Clarity. Insight. Partnership

Your financial goals, aspirations and investment needs are unique and your financial plan should reflect that. Rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can provide you with just the right combination of services, support and guidance that make the most sense for you. As your partner, we offer customized solutions and objective advice well-suited to your needs. Our consultative approach is personal and distinctive to your mission and objectives. In short, our focus is – and always will be – on you and your family.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Business Planning

Longevity Planning

Portfolio Management

Estate, Strategic Charitable Giving, & Trust

Financial Planning

Retirement Planning

Get to know Our Team

David Goodridge Bio Image
David Goodridge, MSc.A, CFA
Senior Portfolio Manager, Private Client Group
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Patricia Di Bello
Financial Planner
Katia Di Perna Bio Image
Katia Di Perna
Assistant

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.
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Information & insight

Watch our latest Client Insights webinar.
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The week after liberation day takes markets on a roller coaster ride
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Fast Takes on Market Trends
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