Who we are
Looking after the financial wellbeing of high-net-worth customers for more than 30 years has earned us an enviable reputation for astute money management and exceptional personal service. We’re the partner of choice for those looking to grow, invest and protect their wealth – for themselves, their businesses and their loved ones.
Our team is helmed by CEO John Howard: a seasoned wealth manager with a proven commitment to putting our customers’ needs first. John’s one of our founding partners, and he cares as passionately today about our business and those we serve as he did at the very beginning.
If you want a financial services and wealth management firm that treats you more like family than simply a customer, find out what makes us the right provider for you.
