In our experience, most clients' wealth management needs are best served when managed by a team of professionals. We take pride in our experience working as part of a client's team and respect the trusted relationship you've established.
We believe in keeping the lines of communication open across all advisors a client may be working with. We are structured for flexibility, responsiveness and meeting high expectations.
We are a nimble firm that is backed by the proven history, stability, and depth of our parent company, Franklin Templeton Investments. In many ways, we offer the best of both worlds—the quiet advantages of a private client boutique and the resources of a well-established global enterprise.
We'll work closely with you and your client to develop specific wealth management plans and structures to help ensure your clients' wealth is preserved and their legacy flows to future generations. Our approach is always guided by our fiduciary duty to clients. This fundamental point is highly valued by the trusted advisors with whom we work.