Working together
with a passion that’s palpable

Working together with a passion that’s palpable

Whether looking at our practice from the lens of who we choose to keep company with, or from the perspective of how we work together as a team, it’s clear these choices are made to serve the best interests of our clients every day.

That’s why we partner with Apollon Wealth, a company run by financial advisors with the primary objective to put clients first, quite the opposite of working for an investment bank that focuses first on selling product.

Joining the firm in 2015, we felt that Apollon Wealth’ truly independent culture and supportive infrastructure aligned with how our team operates. What’s more, we chose our team based on their client-first philosophy, and you can feel it with every interaction as we work together to serve you.