Our partnerships with leading companies in the financial services industry will give your family access to a fully-integrated platform to meet your sophisticated objectives. We will leverage and customize the right products and services for your needs, providing a boutique client experience with global-scale resources.


Dynasty Financial Partners

Dynasty Financial was founded in 2010 by the former head of Wealth Management at Smith Barney, who had the vision to recognize the unmet need among Registered Investment Advisors for operational and business management support to better serve their clients. Their open-architecture platform brings us access to some of Wall Street’s best products and services, backed by the power of over $40 billion in assets to negotiate the right solutions for your needs with total objectivity and transparency. Thanks to the powerful capabilities and resumes of their team, we now have an insider’s access to Wall Street that would not be possible without their considerable scale and relationships.


Charles Schwab

As a Registered Investment Advisor, we will not be holding your assets. We have chosen the firm Charles Schwab, and here is why:

Charles Schwab is one of the largest and safest repositories for financial assets in the custody business today. It is responsible for more than $5 trillion in client assets, half of which are held on behalf of professional wealth management firms like ours. It also has exceptionally low debt levels, does no proprietary trading of its own firm capital, and does not leverage its own balance sheet. These are some of the reasons that it is one of the strongest financial firms in the custody business today, and why we chose it to safeguard your assets. In short, it has one and only one business: to serve as a safe custodian for your funds.



Founded in 1999, Envestnet has grown into one of the largest providers of wealth management solutions to independent financial advisors today. Its mission is to transform wealth management for the benefit of investors and the advisors who serve them, leveling the playing field by providing the same access, tools and support that were previously available only to the institutional community.

Envestnet is a leading source of integrated portfolio, practice management and reporting solutions to financial advisors and institutions. Its open architecture platform encompasses a broad range of institutional-quality research, investment products and advisor resources.