Financial advice for a new generation of stewards

You've built something—or inherited something. Now you want to do it right.

We combine credentialed expertise with modern, human-centered thinking to help you manage wealth with clarity and intention.

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MODERN WEALTH MANAGEMENT

A human-centered approach that balances sophisticated financial strategies with mindful living principles.

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CREDENTIALED EXPERTISE

CFP® and CIMA® professionals with 40+ years of combined experience serving multi-generational families.

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HOLISTIC PHILOSOPHY

Where financial planning meets intentional living—integrating wealth management with personal values and purpose.

Creative minds.
Clear thinking. Calm guidance.
We’re financial advisors, yes—but also creative thinkers who understand that life doesn’t follow a spreadsheet.
With decades of experience and deep credentials (CFP® and CIMA®), we bring a rigorous, evidence-based approach to financial planning and investment management. Our strategies are rooted in academic research, not market timing or guesswork.
But what sets us apart isn’t just our credentials. It’s our curiosity. Our empathy. And our ability to work with clients whose lives don’t fit neatly into a traditional financial mold.
We’ve advised purpose driven professionals, musicians, artists, entrepreneurs, new inheritors, people in transition and —people navigating success on their own terms.
We're based in the Berkshires, but we work with people from all over the country and beyond who are thoughtful, creative, and ready to bring clarity to their financial lives.
We believe that financial advice should feel like a deep breath, not a sales pitch.
People with purpose. Assets with complexity. Lives in motion.
Most of our clients have between $2 and $10 million in investable assets. But that’s not what defines them.
They are:
Individuals, couples and families who want to align their money with their values.

New inheritors trying to make sense of unexpected wealth.

People in transition selling a business, retiring early, starting over.
Musicians, artists, and writers with irregular income but steady vision.

Entrepreneurs in the middle of building something—or gracefully exiting.
They may not see themselves as “wealthy,” but they know their financial lives have grown too complex to manage alone.
They want straight answers, smart strategies, and a relationship built on trust—not jargon or posturing.
Planning, perspective, and evidence-based investing.
1. Financial Planning
  We help you clarify what you want your money to do—now and in the future. From retirement planning to tax strategies and legacy goals, we provide a roadmap to help turn your intentions into reality.
2. Investment Management
  The portfolios we construct for our clients are grounded in decades of data—not speculation. With global diversification and long-term discipline, we take the stress out of investing through education and a steady, evidence-based approach.
3. Ongoing Partnership
  We’re not just planners—we’re partners. When life changes, we’re here. Acting as the coach on your team, we work closely with your attorney, accountant, and other advisors to keep everything aligned.
Our goal isn’t just to grow your wealth—it’s to protect it, simplify the process, and help you feel more confident in the legacy you’re building.

Certified Financial Planner Board of Standards Center owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Our Services

Comprehensive wealth management tailored to your unique goals

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BEHAVIORAL COACHING

The greatest threat to your financial success often isn't market volatility or economic uncertainty—it's your own behavior. Even the most sophisticated investors can fall prey to emotional decision-making: panic-selling during downturns, chasing performance after a hot streak, or letting fear and greed drive choices that undermine long-term goals.

INVESTMENT MANAGEMENT

In a world of market noise, hot tips, and the latest investment trends, we anchor our investment approach in something more reliable: decades of peer-reviewed academic research and empirical evidence. Evidence-based investment management isn't about chasing returns or timing the market—it's about building portfolios grounded in what actually works over the long term.

WEALTH & WELLNESS

Our holistic planning approach creates space for both, helping you align your resources not just with financial goals, but with a life well-lived. As meditators, yogis, and creative thinkers ourselves, we understand that the clarity that comes from thoughtful financial planning frees you to focus on what truly matters: your health, your relationships, and your personal growth.

CASHFLOW MANAGEMENT

Effective cash flow management is the foundation of a strong financial plan. We utilize RightCapital, a powerful financial planning software, to help you gain clarity and control over your income and expenses. This innovative tool allows us to create detailed cash flow projections, helping you visualize your financial future and make informed decisions.

EDUCATION FUNDING

We help our clients navigate the complexities of education funding, whether it's for their children's college education or their own continuing education goals. Our approach includes exploring various savings vehicles such as 529 plans, Coverdell Education Savings Accounts, and other investment options tailored to your specific timeline and goals.

CHARITABLE GIVING

Charitable giving is more than just a financial decision—it's a reflection of your values and legacy. We help you create a strategic approach to philanthropy that aligns with your personal goals and maximizes your impact.

RETIREMENT PLANNING

Effective retirement planning is crucial for securing your financial future and realizing your long-term goals. We help you navigate this complex journey by developing a comprehensive strategy tailored to your unique circumstances.

ESTATE PLANNING

Effective and careful estate planning is essential for ensuring that your assets are distributed according to your wishes and that your loved ones are protected.

TAX PLANNING

Effective tax planning is crucial to maximizing your financial success. We recognize that it's not just about what you earn, but what you keep. Our approach to tax-aware investing and financial planning aims to optimize your after-tax returns and preserve your wealth

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.