Our Mission

To deliver peace of mind to our clients and to empower their visions of tomorrow

We believe that understanding you on a personal level...

Knowledge is a powerful tool. That’s why we get to know you—what’s important to you, what concerns you, and why. The deep bonds we share develop over time with each conversation and question answered. With that foundation, we find solutions and take action on your behalf, creating opportunities for your wealth. We believe our approach appeals to those who value partnership and open communication and collaboration as much as they value performance.

...helps us surround you with a team that has precisely the right skills.

We approach every client relationship the same way. We listen more and talk less - we seek to understand what's most important to you and collaborate with the key advisors on our team that will create a plan designed with the goal to make your possibilities a reality. Managing wealth isn't just about managing a portfolio. It's about knowing what you care about most and matching that with the experience of a team that can get you there, that can be a catalyst to fulfillment.

Support, ease & transparency

Now, more than ever, our investment in leading technology supports how we serve our clients. From virtual meetings, automated account processes, cybersecurity systems and tools, and advanced investment and financial planning software, to our Colony 360 platform that gives you access to your investment and financial plan information and timely reports and updates on your overall progress toward your goals—our technology is designed to make it easier for you to know where you stand.

Always growing and innovating

Our desire to fulfill our mission and vision drives us to continually innovate to meet our clients’ needs as they evolve over time. That’s why our services encompass traditional wealth management solutions as well as services such as business management, divorce and dispute resolution, and sustainable investing solutions.

As we grow, we add deeper talent, innovative ideas, and develop new capabilities, making us a stronger and more sustainable firm for our clients and our team.

A diverse and inclusive culture

Our culture is inclusive—we celebrate our diversity and remain committed to creating even more opportunities for women, people of color, and those with diverse backgrounds, beliefs and experiences. Our practice of Conscious Leadership and mindfulness is the way that we foster constructive communication, understanding and appreciation for each other.

Explore our shared values

We are more than a company, we are a team connected through our deep respect for each other, our shared values, and our passion for applying our talents and expertise to improve the lives of our clients, our colleagues, and our community.

  • Lifelong learning and improvement

    As the world changes, so do we. As lifelong learners, we look for ways to innovate and improve how we serve our clients.
  • Collaboration

    We believe in Super Teams before Super Stars. We work together across offices, departments, and functions to leverage our collective knowledge to achieve success.
  • Accountability

    With our clients and partners in mind, we hold each other accountable in our quest to fulfill our mission.
  • Selflessness

    We are humble and always seek to put our clients’ and each other’s interests ahead of our own.
  • Interdependence

    We adhere to the highest standards of integrity to provide independent and objective advice.
  • Entrepreneurship

    We unleash our team’s full potential by empowering each member to think outside the box and bring fresh perspectives.
  • Respect

    We are bound by an unwavering commitment to empathy, candor, and kindness when working together.
  • Diversity, Equity, and Inclusion

    We believe diversity of people and perspectives improves our company and benefits our entire ecosystem. We value an inclusive and equitable space for all individuals to thrive.
  • Excellence

    We do not settle for less, and we are not afraid to do the hard things.

Achievements earned by our talented team


Top RIA Firms

2018 - 2023
Financial Times

Top 300 RIAs

2014 - 2020

Best-In-State Wealth Advisors

2018 - 2023

Business Manager's Elite

2017 - 2023
Financial Advisor

Top RIAs

2006 - 2022

Women to Watch


Hall of Fame Advisor (Michael Nathanson)

Charles Schwab & Co., Inc.

Trailblazer IMPACT Award™


Top 100 Independent Wealth Advisors

2007 - 2017

Top Financial Advisers

2016 - 2020

Best Places to Work

2018, 2021, 2022-2024

Advisors to Watch


40 Under 40

The Hollywood Reporter

Power Business Managers

2021 - 2023

Best Company Outlook


Best Company for Career Growth


Best CEOs for Women


Happiest Employees

2022, 2023

Best Company Work-Life Balance

2022, 2023

Top Business Managers

2021 - 2023

Executive Leadership


See important disclosures about our awards.