As CFO to the affluent, we help people achieve the freedom to live their inspired lifeⓇ
We do this through protecting and growing their wealth, and supporting them in creating their legacy.
At our core, we believe hard work and discipline are rewarded.
At our core, we believe hard work and discipline are rewarded. That’s why we follow a prudent, long-term stewardship path to investing and wealth management.
We always exercise independent judgment while taking full advantage of Wall Street’s capabilities.
- Ethics & Integrity. At the core of who we are, at the center of how we care for clients.
- Performance & Service to a Limited Clientele. We serve individuals and families with a minimum relationship of $2 million to invest.
- Owner’s Mindset & Work Ethic. We are employee-owned. It shows.
- Collaborative Approach. Both internally and externally, we collaborate with vigor.
- Research Excellence. We are independent and bring to bear insightful thinking from outside our firm.
The above values guide our work. Our team embraces them as the optimal path for us to help you attain your goals.
As you get to know us, we expect you will see that we live these values.
Steven T. Nelson, CFACo-founder | Chief Executive Officer
Susan C. Anastasiadis, MBACo-founder | Chief Operating Officer
Craig J. McCrory, CFAPartner | Chief Investment Officer
Donna E. Woodruff, CFP®, AIF®Partner | Senior Advisor
Steven T. Mahan, CFASenior Portfolio Manager
Sara A. LaClairSenior Portfolio Manager
Caleb P. CrantonAssistant Portfolio Manager
Debbie DowningClient Service Associate
Gabby RojasExecutive Assistant