Businesses and Business Owners

For business owners and leaders, the line between your personal and professional life can often become blurred. You’ve established your business and leadership through commitment and vision, and it’s critical to consider how to help your employees plan for their own futures while protecting what you’ve worked so hard to create.

As your guide, we help you see and plan for all the angles of the bigger picture, including leaving a legacy for the next generation, helping to ensure your employees have options for retirement planning and your own succession plans.

Our strategies are customized to your needs and vision, capitalizing on our deep resources and insightful analysis. The result is a balanced plan interwoven with the details of how you picture your future.


Non-profit organizations, just like for-profit businesses, require financial stability supported by a reliable portfolio and consistent returns in order to fund their mission long term. Our team has experience supporting values-driven business models for nonprofits, endowments and foundations - and we make it our own mission to further the financial goals of our clients as best we can.

Whether your nonprofit needs assistance with planning, financial strategy, asset allocation, investment research or stewardship responsibilities, our team works alongside yours to develop plans that align with your vision and philanthropic endeavors.

Business and Nonprofit Financial Services:

We invite you to visit our office to learn more about our team and services. Or, feel free to schedule a no-obligation consultation to discuss your own business or nonprofit.