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 | Senior Portfolio Manager

Peter Klingelhofer
CFA®, CKA®
Director of Research | Senior Portfolio Manager

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