Our team’s diversity in skills and expertise is our most powerful asset.

Four Point Team

Our team’s diversity in skills and expertise is our most powerful asset.

Investment Team

Provides strategic asset allocation recommendations and market insight to the Advice Team. Hosts market update calls.

Advisory Team

Leads the Family Wealth Advantage Process, delivering advice and planning at your reviews and on-demand throughout the year.

Planning Team

Builds wealth management strategies focused on our clients' goals. A team of CFP^® professionals focus on wealth creation and retention, income and legacy planning.

Client Service Team

Works hand in glove with your Advice Team to administer your accounts according to your plan. Manages distributions, money movement, online access, and concierge service.