Boutique Private Wealth

Private wealth clients are often faced with choosing between high-touch service or customized investment solutions. We think you should have both.

Private wealth clients are often faced with choosing between high-touch service or customized investment solutions. We think you should have both.

Because You Deserve Different.

High-touch service. Customized investment solutions. Comprehensive resources.
Elevated standards for exceptional, integrated client care.

Our approach to portfolio building encompasses high-quality equities, fixed-income securities, and alternative assets.

Starting from your desired lifestyle, we take a comprehensive approach to ensuring you have the means to get there.

Personalized banking and lending solutions provided through our bank affiliate, Beacon Bank & Trust.

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Who We Are

To build and keep your trust, we’ve built a team that averages 20 years of understanding client needs and delivering client-first service.

Marc A. White, Jr., President & Chief Executive Officer

“An investment in knowledge pays the best interest.”

– Benjamin Franklin

“An investment in knowledge pays the best interest.”

– Benjamin Franklin

Deep industry knowledge from our team of experts.

Insights and outlooks on topics that matter most to you.

Updates and analysis that help you stay ahead of the curve.

Stay current with timely insights from our team of experts.