OUR TEAM CRAFTS THOUGHTFUL, well-reasoned strategies within our core services of investment management, financial and estate planning, private banking, fiduciary administration, and retirement plan services. Working closely with our clients,
our over 100 professionals advise on assets in excess of $6 billion.
In 2023, we’ll continue providing those same strategies, but with three key expansions of our offerings:
Business owners have been a core focus of our advisory team for decades. In 2023, we’ll continue to enhance those services. For some, our assistance may simply be beginning the conversation about wealth management. For others, we might start the
earliest preparations for selling the business while planning for this transitional stage in the owner’s life. No matter where an owner is in the process, our advisors can ready them for the next steps.
In the coming year, we will also heighten our attention to professional services clients in fields like medicine, engineering, architecture, law, accounting, and finance. Part of this expansion will include targeted credit solutions specifically designed
to allow professionals to build their optimal personal balance sheet earlier in their careers.
In 2023, we’ll continue our focus on the next generation of our existing client relationships. This group possesses a broad range of financial acumen and knowledge. At the same time, our advisors meet clients wherever they are in their personal
journey. Whether through an initial extension of credit to purchase a first home or starting to assemble a financial plan to account for varied sources of wealth in the future, our team of advisors focuses on targeted and relevant advice inside the
backdrop of intergenerational wealth transfer.