Jeff Rupp

Since our founding in 2004, we have taken pride in giving high-net-worth clients the benefit of a different approach. One founded on a commitment to objectivity, constant learning and a comprehensive understanding. We help you discover and achieve your objectives, identify and manage risks, then organize and invest your assets wisely. We also assist you with navigating the complexity of personal, professional and family life. And we provide the personal touch, responsiveness and local presence you won’t often find at larger firms.