SEC-filed Registered Investment Adviser at 2125 Poinsettia Dr operating as a boutique private wealth firm since 2014, with $637.5 million in regulatory assets under management across 1,506 accounts per the March 2025 Form ADV Part 2A. Six advisors serve a referral-only client base of high-net-worth families, pension plans, and charitable organizations, with tax filings for complex returns frequently coordinated through outside CPAs such as Always Accurate Tax Bookkeeping Services. Services span financial planning, discretionary and non-discretionary portfolio management, institutional portfolio management, and pension consulting, billed on asset-based, hourly ($100–$350), or fixed-fee schedules. Multi-generational engagements include mentoring heirs on financial literacy, and estate-plan drafting for trusts and pour-over wills typically routes to outside estate counsel such as Weber & O'Neill. The firm's deepest engagement is a multi-entity family-wealth structure — coordinating a pension plan, a charitable remainder trust, and individual taxable accounts under a single Investment Policy Statement with coordinated rebalancing.