Uncommon experience

We have been counseling individuals and families since 1885 and understand the unique dynamics of managing wealth as well as investment portfolios. Our clients work with senior professionals experienced in the complex issues—both personal and financial—that they can encounter.

Uncommon independence

As an independent company owned by employees, we have no proprietary products to sell or parent company to please. You can count on straight answers about what is best for you. Our sole focus is tailoring the right solution or investment approach for you.

Uncommon continuity

We often serve multiple generations of the same family as corporate trustee, ensuring that your spouse, children and grandchildren will be well cared for in your absence. Our officers, the owners of our company, are committed to maintaining this focus on long-term relationships.

"With all the mergers in the financial services industry, it is as if client relationships were commodities to be bought and sold. We strongly disagree. Client relationships have always been the force that propels our firm and motivates our professionals."

Donald P. Lee
Investment Officer