One billion reasons to be grateful

Casey Bear |
Our firm crossed a big milestone today, one that many in our industry chase for decades.  And while managing $1 billion in client assets is remarkable, it's only possible because of the trust our clients continue to place in us, to execute their financial plans with discipline and competency and take a lifetime perspective to their wealth management.  We succeed when they do, and we're so grateful for the many long-term relationships this number represents. Thank you, all!