Your Family, Your Values, Your Goals
What is your story?
Who and what is important to you?
What is important to your family?
What values will pass to subsequent generations?
What are you passionate about?
How did you create your wealth?
Your family, Your values, Your goals
What are Your Goals?
What goals do you have for your family?
What are your lifestyle goals?
What goals do you have for your business?
What are your short term and long term plans?
What is your legacy?
Why We Do what we do
It is the satisfaction of helping you succeed on purpose by….
Helping you with cash flow now and in the future.
Helping you mitigate current and future taxes.
Helping you take care of your family and your heirs.
Helping you protect your assets from liability and unforeseen litigation.
Helping you maximize your family and charitable giving.
Our Story, Our Values, Your Team
We are proud to welcome Tom Riley, CFA, as our new Senior Portfolio Manager
tom C. riley
Douglas W. Campbell
Christopher M. Baxter
Thomas H. Dameron IV
Lori I. Napodano
Michelle L. Baxter