TRUSTS, FOUNDATIONS & ENDOWMENTS


You are a fiduciary.
Your Adviser should be too.

Being a fiduciary is a serious responsibility. We help trustees and executors make smart investment decisions in the best interest of trust beneficiaries. We’re fiduciaries too, just like you.






Fiduciary Advice, Personal Service

We combine smart technology with personal service to help you make better financial decision. Our fiduciary, fee-only investment services are simple to understand and completely transparent. Schedule to meet with a fiduciary investment adviser today to get started.


Fiduciary Investment Management

Whether you’re responsible for your family’s trust, inherited money or coordinating an estate plan, our fiduciary advisers can help. We believe investment decisions should always be in our client’s best interest.

  • Trust Accounts
  • Alternative Investments
  • ETFs & Mutual Funds
  • Stocks & Bonds


Cash Management

We provide access to traditional banking and cash management services. You can use debit cards, write checks, send wires and ACH directly from your investment accounts.

  • Money Market
  • FDIC Deposit Insurance
  • SIPC Protection
  • Certificates of Deposit