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Welcome Message from Our Founders...

Twenty years ago we had a vision. We both had successful professional careers in the finance industry, but we saw the need for a more personalized approach to financial planning and wealth management. This led us to establish our own firm, offering financial counsel and money management services to wealthy individuals and families, with a high level of personal attention. We aimed to foster a working environment with a strong sense of personal service and commitment to building long-term client relationships. We also had a desire to keep our firm actively involved in community and non-profit causes.

We have always recognized that each of our clients have unique needs, concerns, and goals — and our aim is to maintain every relationship at a level of understanding where our extensive financial experience can best serve to protect and build upon their financial security.

We believe that our clients’ interests are better aligned with ours when we are compensated on a fee-based structure that reflects the value we provide — therefore, in general, we do not “sell” commission-based financial products. When practical, we may pool clients’ money in order to access managers that would otherwise be unavailable, or when the goals of diversification can be better met by the method of pooling funds.

Throughout our website, you will notice a theme of trees repeated in both images and text. We find the mighty oak serves as an apt metaphor for our views on financial planning – like trees, a sound financial plan has roots to anchor it; a strong, but flexible trunk for support; and multiple branches reaching ever skyward. We also appreciate that clients, like trees, are individually unique, and there are many ways to grow greener, stronger, and ultimately, to support future generations.

We have watched with pleasure as our firm has grown in size and scope, offering new areas of service and expertise. And, of course, it has been tremendously gratifying to see our vision become reality, as we now provide personal financial planning and wealth management services to over 400 families with managed assets over $1 Billion.

While our firm is much larger now, we are still always available to talk personally with any of our clients. We hope to have an opportunity to talk with you!

 

Andrea Tessler & Seymour Zises