-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:
Helping individuals meet their financial goals. I’ve been working in this industry a long time—it’s my passion.
Managing through the chatter and noise to understand what is really driving the financial markets and how it will affect returns is always a challenge. The financial landscape is vast and everyone seems to have a theory about it. Learning to discern fact from fiction is essential to making sound decisions.
Being a local independent firm allows us to get to know the client on a first-name basis. It’s deeply satisfying to know my efforts are making a positive impact on the financial lives of our clients.
I have a genuine passion for the markets and investing. I’m curious by nature, and thoroughly enjoy learning and discovering new opportunities available to grow wealth.
Wealth should be part of an overall life plan that will enable you to achieve your goals. It will also provide security in uncertain times.
I have an innate sense of adventure. I’d very much like to travel around the United States visiting the National Parks in a camper van with my wife and two dogs.
The family that my wife and I have built. I’m most proud of my two children and watching them grow to become responsible young adults.
Anything with the family but especially camping, mountain biking, golfing, and walking our dogs—I just love being outdoors! I also like to participate in local triathlons with friends and am planning on bikepacking soon.