Wealth Management

Chart a course for your unique financial destination with the help of our High-Net-Worth Services.

Our Investment Philosophy
can support your goals

Our Distinctive Discovery Process
helps us to get to know you and lets you rehearse scenarios for your financial future

Scot Roche headshot
"Comprehensive and personalized: Our comprehensive investments and related management services are delivered with personal service, professional consulting, and excellent technology."

Scot P. Roche

Principal, Regional Director


News & Events

Want to know more about us? Check out the latest firm happenings, announcements and events in your area.

Karl Schwartz at National Financial Advisor Week

We’re proud to announce that our Consultant Karl Schwartz has been chosen as a panelist for the inaugural National Financial Advisor Week (NFAW) in Times Square, New York City. The event series runs from Sept. 15-19, recognizing the work that financial advisors do and providing valuable resources to investors of every experience level. 

Karl’s panel “What Can a Financial Advisor Do for Me?” takes place on Wednesday, September 17. His take on participating: 

“Most people wouldn't read a book or two, attend a weekend seminar and then diagnose a heart condition, so why attempt to do something similar with your finances? This event is a giant step towards helping the typical investor understand why it’s so important to work with an advisor. This field is very complex and a lot of investors don’t realize it. A good advisor can take care of your finances the way a doctor takes care of your health.”


Thursday, October 23, 2014 - 6:00pm
Tuesday, October 14, 2014 - 3:00pm

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