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TIMES CHANGE, BUT OUR PASSION FOR PROVIDING HIGHLY PERSONAL INVESTMENT GUIDANCE TAILORED TO EACH CLIENT’S FINANCIAL AND LIFE CIRCUMSTANCES NEVER WILL.

Our firm was created to be a deliberately different kind of financial firm. Extensive experience, including time at large global firms, taught us what works for clients — and what doesn’t.  And, that traditional financial environments aren’t agile enough to address today’s ever-changing financial landscape or uncover the vast global investment opportunities that exist.

Our clients’ successes are built on exceptionally personal experiences that embody a “hands on” approach, and a time-tested investment methodology. The firm’s success is built on providing clients with what they really need – responsiveness, care and guidance for long-term investing success.

Our Team

Benjamin Beck, CFP®

Managing Partner & Chief Investment Officer

Dan Kline

Chief Operating Officer

Our Team