55 Years of Relationship-Driven Service
and Long-Term Stewardship
Decades of Partnership, Growth, and Trust
Since 1971, we've walked alongside families through first-generation wealth
building, life's inevitable transitions, and the important work of creating legacies
that last. Each milestone we've celebrated together has shaped our understanding
of what families truly need: advisors who care as much about the deeply personal
emotions behind every financial decision as they do the numbers.
"Clients don’t come to us looking for products or predictions. They come for clarity, confidence, and a partner they can rely on through every phase of life. Our forward-looking focus is about making sure our entire team remains aligned in delivering that experience thoughtfully, consistently, and at the highest level, well into the future.”
Phillip Hamman,
President & CEO
Our Hard-Earned Wisdom, Thoughtfully Shared
Our experience working with thousands of families has shaped a well-informed perspective on navigating life’s financial challenges. Discover the insights that have created our approach, and how they could transform yours.
Lesson #1
For Strategic Tax Planning, Manage Your Finances
Like a C-Suite Executive
Ranking developed by Barron's using proprietary algorithms. Awarded 9/13/24 for data as of 6/30/24. LW paid no fee to participate.
Ranking developed using proprietary algorithms. Awarded 7/19/24 for data as of 12/31/23. LW paid no fee to participate.
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