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Your wealth. Our expertise.
We are not your typical wealth manager—we are a partner in building, preserving and growing your financial legacy. What sets us apart? A relentless focus on your best interests, a highly personalized approach and a deep commitment to making managing wealth about more than just numbers.
As part of the Franklin Templeton family of companies, a $1.6 trillion investment leader, we offer:
- A complete approach to wealth. We integrate investing, trust services, estate planning and tax optimization to create a plan for your wealth that works for you and your future generations.
- Sophisticated investment management and advisory. Whether you are a high-net-worth individual, family or nonprofit, a well-thought-out investment strategy is crucial to sustaining and potentially growing your assets. From long-term planning to short-term monitoring, we build your portfolio to be aligned with your unique needs, values and goals.
- Fiduciary guidance you can trust. As true fiduciaries, we’re not here to sell products or one-size-fits-all solutions—every decision we make is personal and designed to serve you with transparency, integrity and purpose.
- A boutique backed by strength and deep resources. Our clients benefit from the best of both worlds—a high-touch experience alongside the resources and strength of Franklin Templeton, a worldwide investment leader with 9000+ employees and 47 global office locations.
"We focus on providing what we believe are the highest-quality investment and wealth planning services under the highest standards of ethics and integrity”
Gene Todd
President
Our history
“While a great deal has changed across the country and the world over the past 90 years, the extraordinary accessibility, transparency, and loyalty that define our client relationships have not.”
- John M. Dowd, Chairman
What sets us apart
The best of both worlds
We are a fully-owned subsidiary of Franklin Templeton, a $1.6 trillion asset manager. While we are part of one of the largest wealth managers in the world, we operate as an independent and nimble firm. This means we combine the personalized service of a boutique wealth manager with the extensive resources that come with being part of a global investment leader.
A multi-disciplinary team
Everyone on our team comes with ideas and knowledge from lessons we have learned from working with many clients with complex needs for over 90 years. We have a close integration between planning and execution to achieve the best and most tax-efficient outcome for you. We understand the possibilities and bring our collective best thinking to your situation.
Objective, unbiased advice
As you can tell from our name, we are very proud of our fiduciary heritage. Everything we will do is with your best interests in mind and tailored to your specific circumstances. As a fiduciary, our focus is always on you. We do not manufacture products or make money in any other way, so our advice is unbiased and free of conflict.
Our core values
Put clients first
Clients are at the center of all that we do. We partner with clients to provide innovative solutions that best meet their evolving needs by bringing forward our best creative and original thinking.
Build relationships
We build enduring relationships and deepen collaboration with our clients and colleagues through inclusive and transparent interactions, all the while embracing diverse perspectives.
Achieve quality results
Starting with a shared vision and expertise, we believe that accountability and measurement lead to performance excellence. We take action to keep our company nimble and innovative.
Work with integrity
As fiduciaries and stewards of our clients’ financial aspirations, we never come close to the ethical boundary lines.
A focus on diversity and inclusion
Different perspectives lead to better outcomes
With employees across our firm living and working in over 30 countries, diversity and inclusion are in our culture and core to our values. We believe our diverse workforce is a competitive advantage and helps our employees thrive–benefitting our clients, our partners and our company.
