Madoff, Monsters & Our Mission

Madoff’s death a few weeks ago got a lot of people talking about “bad actors” in wealth management. Unfortunately, he’s not the only bad actor out there. The number of misguided, misinformed and/or self-focused advisors is staggering to me. Thus our mission to cultivate transparency and a team of talented but also high character individuals all in an effort to be accountable to, and effective at, helping our clients reach their goals.