Freedom in the Journey simplifying your financial life to realize the purpose of significant wealth

We believe that the true power of money solely exists in its purpose. This discernment is a great gift, offering a lifetime of opportunities to consider. Wealth, in all its forms, has come to our clients in many personal and unique ways. Our goal is to help provide each client with great freedom in this journey. We partner with individuals and families to help simplify complex financial realities with a shared spirit towards the purpose of wealth and the legacy one will ultimately leave behind.

Our firm is structured to provide clients with a single point of expertise, integrating core areas of traditional & private-market investment management, trust & estate planning, and philanthropy. This approach limits the number of relationships we maintain with a typical focus on clients with investable assets in excess of $5 million – the majority spanning two or more generations. And it’s an honor to serve each one.

Mark M. Pond, CFP^®

Managing Director, PWM Client Advisor, RJFS

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Chief Economist Eugenio J. Aleman discusses current economic conditions.

Economy & Policy

You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.

Family & Lifestyle

What makes gold a widely considered inflation hedge for shielding wealth?

Markets & Investing

Good or bad? With social media, it’s all about how you use it.

Technology & Innovation

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing

Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.

Markets & Investing

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Chief Economist Eugenio J. Aleman discusses current economic conditions.

Economy & Policy

A guide to tax considerations and trusted partners.

Estate & Giving

Ensuring your loved one’s end-of-life wishes are honored.

Retirement & Longevity

If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.

Andrew Carnegie

Freedom in the Journey simplifying your financial life to realize the purpose of significant wealth

Dynamic thinking makes a difference

Visionary strategists aligned with you

Success belongs to a class of its own

Impeccable attention to every detail

Buying a bond at a premium doesn’t mean you will lose money

Early signs of economic weakness are starting to emerge

Higher oil prices complicate monetary policy

The risk inverse: Why – despite what you might think – more money means more planning

Gold has glittered amidst storming markets

The 21st century social connection paradox

Strategic vs. tactical

Webinar replay: Summer of suspense?

How the timing of key policy moves is shaping our outlook

Lost opportunity, closed window and measurement issues

Global giving

Advance care planning: a loving act