Meg Curry

Our firm was created to be a deliberately different kind of financial firm. Extensive experience, including time at large global firms, taught us what works for clients — and what doesn’t. And, that traditional financial environments aren’t agile enough to address today’s ever-changing financial landscape or uncover the vast global investment opportunities that exist. Our clients’ successes are built on exceptionally personal experiences that embody a “hands-on” approach, and a time-tested investment methodology. The firm’s success is built on providing clients with what they really need – responsiveness, care and guidance for long-term investing success. If there is one promise that we will make to you, it is this: we will do whatever we can to hold you to your commitment to stay the course. It begins with asking you to share with us your most cherished goals, and walking with you as you work toward achieving them. At times we may share some hard truths with you. We will also stand by your side and support you when you are most susceptible to making emotional decisions that are not for your long-term benefit. In fact, that is when we can be of greatest value to you: by helping you avoid the ‘one big mistake’ that may derail your entire financial plan.