Guiding you towards your legacy

Preserving capital and managing risk are two important objectives for families, and in today’s global economy, they can be more challenging than ever. Over the years, we have had the privilege of helping many families manage the complexities of their wealth through thoughtful financial planning conversations and carefully constructed portfolios.

Our team can provide you with investment services and guidance that make the most sense for you and your family. We will be there to help you each step of the way as you pursue your personal financial goals.

Jim Bowey
James Bowey, Ph.D, CIM®
Senior Portfolio Manager
Bob Mckenzie
Bob McKenzie, CFA
Senior Portfolio Manager
Nick Aristeo
Nicholas P. Aristeo, CIM®
Senior Portfolio Manager
Kyle Prillo Guaiani
Kyle Prillo-Guaiani, F.Pl, CIM®
Financial Planner, Associate Portfolio Manager
Cathy Anderson
Cathy Anderson
Licensed Senior Investment Advisor Assistant
Lynn Perry
Lynn Perry
Licensed Senior Investment Advisor Assistant
Fan Gu
Fan Gu
Wealth Advisor Associate
Naomi
Naomi Dobey
Administrative Assistant

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Sophisticated wealth management

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Nick Aristeo


Bio Headshot Nick Aristeo

IIAC Top Under 40 Award


IIAC Top Under 40
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Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
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Success belongs to a class of its own

You worked hard to build what you have and you deserve the best advice the industry has to offer. Our experienced team will continue to propel you forward with sophistication and a well-crafted plan.
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Impeccable attention to every detail

We pay the utmost attention to you and your needs. We believe our nuanced and proactive approach of handling every aspect of your financial life is what sets us apart. Our steadfast commitment to excellence and dedication to quality is evident the moment you walk in our door.