HELPING YOU CONFIDENTLY NAVIGATE THE COMPLEXITIES OF LIFE TRANSITIONS

As Family Wealth Counsel advisors, we listen.

We have dealt with many complicated life situations and have the experience and expertise in handling them with care and compassion.

We don't just manage your money, we help manage some of those important decisions that need to be made along life's journey.
How can we help?

As your wealth grows, your goals will change.

We adjust with you so that your financial plan continues to serve you as your life stages evolve.

Life can be complicated. We can help you manage your family finances through expected and unexpected life transitions, so you can sleep better at night.

Get to know Our Team

Linda Shick Headshot
Linda Shick, CIM®
Senior Portfolio Manager & Senior Wealth Advisor
David Angas Headshot
David Angas, CEA®
Senior Financial Advisor
CJ Angas Headshot
CJ Angas
Associate Financial Advisor
Bambeena Headshot
Bambeena Boeriu
Senior Financial Advisor Associate

SEASONED Experience

Over 100 years of combined experience helping families build and protect their wealth.

UNBIASED specialized advice

Our team offers unique specialists to help you with each of your life stages, so you can prepare for the future without having to predict it.

TRUSTED counsel

We work alongside our clients with care and compassion to help them achieve their life goals by managing the risk associated with changing circumstances.