With a solid foundation, guided by passion and principle, we strive to make a meaningful difference for familes. Not only today but generationally. By truly understanding your goals and more importantly why you want to achieve them allows us make every client relationship unique. 

We invite you to explore our website and discover how we can add value to your financial legacy.   


Trust & Transparency

Market Commentary


BPW Process

We are completely aligned with our clients and are fully invested within the Responsible Growth & Income Portfolio that we manage for clients.


We are constantly following the markets in order to provide you with the most effective planning possible. Our "Notes "from the Bridge also provides a weekly market summary.

 We work with you, providing guidance through life-changing moments and helping you reach your goals.     


Notes from the Bridge


Canaccord Genuity
Wealth Management

Our Firm