Wealth management as dynamic as your dreams

We don’t set-it-and-forget-it. Our innovative approach leverages experienced advisors and adaptive technology to deliver wealth management that evolves with you.

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Comprehensive care for your wealth today, tomorrow, and beyond

Your money is connected to every element of the life you’re living now, and building for the future. Our holistic wealth planning and management services are designed to expertly guide you through every financial transition.

Goal Alignment

Tax Strategies

Asset Allocation

Equity Compensation

Retirement Planning

Philanthropy

Estate Planning

Real Estate Strategies

Tuition Planning

Life Insurance

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

See your wealth in action
Get a holistic view of your finances, all in one place.
Effortless to control
A simple dashboard allows you to make changes to your portfolio directly.
Save time and hassle
Get the answers you’re looking for at the click of a button.

A deep bench of advisors who go above and beyond

We’ll match you with an experienced advisor whose specialty aligns with your goals. Depending on your needs, we can also build a team with estate attorneys, CPAs, and more.

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Roy Satterthwaite

Principal Wealth Advisor

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Bill Woodruff

Managing Director

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Daniel Gilham

Managing Director of Advisor Strategy

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David Darby

Managing Director of Investment Strategy

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Nelson Bradshaw

Managing Director of Banking Strategies

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Bryan D’Alessandro

SVP Northeast Market Manager

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Invest in what matters to you

Whether you’re focused on impact-driven investments or want to capitalize on crypto, our agile platform can put your assets to work across a range of vehicles.

ESG
Access portfolios that can track existing ESG benchmarks, or create custom portfolios that cater to your specific priorities.
Alternative Investments
Access the top private equity and hedge fund portfolios, with some account minimums as low as $25k.
Crypto
Access funds that can offer single or multi-coin exposure through a separately managed account format, including secure third-party custody, familiar reporting, and dedicated client service.

The security of your assets is our top priority

Investments insured by SIPC up to $500K for each account
Your data is encrypted when stored and on the move
Your money is backed by trusted custodians, including Pershing, Apex, and Schwab

Together, we'll take your wealth farther

Connect with an advisor to start your financial planning journey.

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