-David Massart, President & Founding Partner
"...we don't represent any institution. We represent our clients."
100+ years combined experience:
Experienced where it COUNTS.
“We are known for providing world-class advice on a first-name basis.”
“Our custom solutions differentiate us from other firms.”
“Clients appreciate the genuine level of care and attention to detail we show them.”
Our Notable Recognitions:
Building strong relationships with clients over time, and seeing the impact of our work on the lives of clients and their children is unbelievably rewarding.
We’re exposed to so much information every day and a lot of it is noise. The biggest challenge is staying focused on what truly impacts wealth over the long-term.
The independence and freedom, the people, and working with our many appreciative clients.
Passion and commitment to our clients. My passion helps me continue to build my technical ability through lifelong learning. My commitment to our clients ensures the highest level of personal service.
Wealth means something different to each person. However, no matter how you define it, wealth can have a productive or destructive influence on your life. At a minimum it should provide you with peace of mind.
If money were no object I would be doing something athletic and outdoors.