More than 160 years
offering financial advice
We are dedicated to working with corporate executives of public and private companies. Our clients face unique financial complexities—ranging from concentrated stock positions and deferred compensation to planning for retirement, liquidity events, and legacy goals.
To deliver the level of attention and structure our clients deserve, we follow the Supernova service model, which ensures proactive, disciplined engagement through regularly scheduled appointments, personalized planning, and a deep understanding of each client’s evolving priorities. This framework helps us stay in sync with our clients' lives—not just their portfolios—and consistently deliver advice aligned with their long-term goals.
More than 160 years
offering financial advice
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Tax-smart plans for 2025
Tax Day is upon us and it’s crucial to stay proactive as you navigate the evolving tax environment. Our Top 10 tax-smart tips for 2025 can help you manage your tax situation and maximize potential savings.
As always, our team is ready to help you build a tax-smart plan that works for you all year long. Reach out for personalized service.