Founders Message

We are acutely aware of the trust and confidence our clients put in us as fiduciaries of their wealth. We fully accept the responsibility that comes with the trust and confidence, and do not take it lightly. Our commitment to our clients is that we will never stop striving to offer the best advice possible, and to always keep our clients’ best interests above our own while delivering that advice. 

Scott M. Freund, CIMA, CAIA, AAMS
Founder & President