Live, give, and invest for the impact of generations to come.
Live, give, and invest for the impact of generations to come.
We free up your time and clear away complexity so that you can focus on what matters most:
building relationships and passing on your values.
You set the vision | We manage the particulars
Through bespoke strategies created by a seasoned team of professionals, we’re committed to securing your solid foundation—today and for years ahead.
We collaborate with you to enrich not only the wealth of your family or institution, but also to extend your impact to the broader world.
Leadership
Harry Pearson
CFP®, CRPC®, CKA®
Founding Principal | CEO
Phil Shaffer
CIMA®
Senior Lead Advisor | Director of Institutional Services
Tom Powell
CFP®, QPA, ERPA
Senior Lead Advisor
Nathan Willis
CFA®, CAIA
Director of Portfolio Strategy
John Siverling
Director of Private Markets & Impact Advocacy
Dean Niewolny
Vice President, Strategic Engagement
Rodney Cox
Director of Relational Capital
Steve Dauphin
Founding Partner, Bonaventure Capital