Our first investment is in getting to know you
Maintaining a long-term focus in the face of short-term challenges takes perseverance and confidence. By spending the time to fully understand our clients and their lives, we are able to provide personal service and advice that keeps them on track.
What We Believe
Aligned interests. Financial flexibility. Disciplined management. Shared knowledge. These principles define our firm, guide how we act, and provide a context to deliver long-term financial planning.
Busy professionals
& entrepreneurs
Sometimes there aren’t enough hours in the day to handle both business responsibilities and personal financial matters. We develop and implement a plan to help meet your goals and objectives. Investing excess income and helping to assure your family is protected from unforeseen circumstances are just two of the ways we support our clients.
High net worth
individuals & families
You have accumulated substantial assets and financial security is key. When requested, we can work with your other professional advisors to coordinate investments, taxes, estate planning, insurance, and philanthropy so that you can leave a legacy to your family and causes you care about.
Women newly on
their own
For women unaccustomed to making financial decisions, we focus on helping them better understand markets, investments, taxes, and insurance, and how they can create stability and security. To gain confidence, we stand side by side helping to educate and offer counsel.
FIRM OVERVIEW
With Seth & Brian Fierston
In this video, you’ll meet the leaders of our firm, learn more about the principles that guide our actions and hear about the types of relationships we work to build with our clients.
