We help successful organize, simplify, and optimize their finances. That means checking ego at the door. Our collaborative approach puts YOU at the center of everything we do. But since you're here to learn a bit more about us... Our partners teamed up at Merrill Lynch and collectively spent decades learning the ins and outs of the investment industry and how the "smart money" does things. But we wanted to build a firm where your best interests were our only agenda. And that's how we reached our first Quorum—our team agreed that we focus exclusively on your individual needs, serving as true advocates. We will act as your financial sounding board and collaborate with other financial professionals on your team. We want to be your first call when you need to make a decision that will have a financial impact on your life.