Our distinctive investing approach and our extraordinary level of expertise set us apart
We believe clients who entrust their wealth to an advisor deserve to work with highly credentialed professionals. Portfolio manager, Christian MacLean, holds two premier designations in the financial services industry: Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA). This knowledge allows us to provide sophisticated investing and tax-management solutions tailored for each client's unique objectives. With our expertise and dedication to our clients, we believe we're uniquely positioned to help you turn your plans into reality.
Limiting the tax liabilities arising from your investments can help you reach your goals more efficiently. With our CPA-level tax expertise, we provide clients with sophisticated tax-management strategies.
Steady Income, Smart Growth
The success of any financial plan hinges on investment results: too little growth—or too much volatility—and you can fall short of your most important goals. With our CFA-level expertise, our investment approach is designed to ensure consistent growth with low volatility to help you reach your objectives.