We are an employee-owned wealth management firm, standing independent from dealers and incentives since 1849. During this time, we have developed a deep understanding as well as a deep responsibility in looking after the wealth of our clients from generation to generation. Because we are independent, we are able to fulfil this responsibility to the best of our ability, bypassing the usual standardized techniques to arrive at truly individualized solutions that will directly serve our clients' financial goals. more... See more text