left_top_02left_top_01
right_bottom_02right_bottom_01
A Family Office Concept

Forget Everything You Know About Financial Services!

We specialize in connecting the dots in ways that save you time, money, and peace of mind!

Benjamin Waite

Chief Wealth Manager

Families Served
9800
+
Assets Guided (M)
750M
+
Years Experience
70
+
Goals Achieved
13407
+
WHERE ARE

YOU?

Choose the stage of life that you’re in and we’ll give you guidance on what you should be doing

Starting Out
Age 18-35. Looking for how to structure your finances around your first professional job and future aspirations
Young Family
From planning for children's education to making the budget work to getting to those Disney vacations you're dreaming of.
Mature Family
From planning for children's education and first home to make sure the next stretch of your life is a homerun.
Pre-Retirement
Are you within 10 years of retirement thinking about your income needs and what you need to today to achieve them?
Retirement
You are in retirement and want to make sure your money will last by drawing it correctly with minimal tax consequences.
Business
Small business owners looking for help on melding your business finances with home finances? Or a large business looking for help with group benefits.
OUR

SERVICES

Full-Service Wealth Management For Anybody!