Our Growth Story

Our growth story

Our story began in 1994, the year we opened our doors as Investment Management & Consulting Group. Our vision was simple: put clients first and help them protect and grow their wealth over time.

True prosperity is built on dreams achieved.
We were eager then and carry our enthusiasm with us today. To us, it all begins with trust. From early on, we made it a point to build strong relationships with our clients, to learn about their lives, families, professions, hopes, and dreams. We understand that wealth has to do with a lot more than money. 

Our vision remains serving you.
Over the years, we’ve welcomed new faces, forged partnerships, changed street addresses, and seized opportunities. We’ve navigated the financial landscape to help clients while all along holding steadfast to the belief that people deserve the freedom to enjoy life today and tomorrow.