Guidance that rises to the demands of wealth

It’s a mistaken assumption that people with substantial wealth never worry about money. Having confidence that the many details and complexities that accompany wealth are being properly managed can be a legitimate concern. It’s here that the need for knowledgeable and experienced financial guidance is essential.

We apply more than a century of combined financial experience to serving the specialized needs of high-net-worth families and individuals.

Our in-depth planning enables us to address every intricacy associated with the efficient management, preservation and transfer of multigenerational wealth.

Comprehensive Planning

There’s more to your financial life than just investments. Our comprehensive planning encompasses a deeper review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.


We find great fulfillment in seeing our clients leave our meetings feeling more confident and clear about their financial future.
Dennis Collins Founding Partner, CCPWM; Wealth Advisor, RJFS