Roundtable approach
Your wealth, backed by a team of specialists
Here, your plan isn’t built by one person. It’s powered by the collective experience of our Roundtable™ specialists – advisors, strategists, researchers, and planners who work together on every aspect of your financial life, covering all the bases.
CERTIFIED FINANCIAL PLANNER®
CHARTERED FINANCIAL ANALYSTS
JURIS DOCTORATES
CERTIFIED PUBLIC ACCOUNTANTS
CERTIFIED EXIT PLANNING ADVISORS
As a firm, we value continuous learning and support the ongoing education of our advisors and specialists. These designations are as of 10/15/25.
What the Roundtable does for you
Our team leaves no stone unturned. Through plan-led strategies, you benefit from tax-smart investment
recommendations, coordinated estate and insurance guidance, and proactive financial management that evolves with your goals.
The Roundtable operates as ongoing partners in your wealth planning – reviewing and refining your plan over time – all coordinated by your advisor. Together, we plan with intention and help you anticipate what’s to come.
Meet the specialists behind your plan
In addition to your dedicated advisor, each member of our Roundtable brings a unique specialty and perspective. Together, we ensure your plan is detailed, dynamic, and focused on your goals. Here are some of the specialists supporting you.
Our capabilities
Explore our services
Your financial life is made up of many pieces. With us, your financial plan is, too. Through the Roundtable approach, you gain access to integrated support across all core areas of wealth management.
We also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting.
Insights
Latest from the Roundtable™
Our specialists weigh in on the trends shaping markets, financial planning, and topics that impact you.
Put our team to work
Schedule a complimentary consultation. No pressure, no obligation. Just a time to share your goals and receive a custom proposal for your future.
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