Independent, Backed by Industry Leaders
As independent advisors, we are beholden to our clients and their best interests. We are able to choose from a wide variety of investment structures to suit our clients’ individual needs. Client assets are held by Pershing, LLC, the world’s leading correspondent clearing firm, a wholly owned subsidiary of Bank of New York Mellon.
Offering Diversity, Complexity
We bring diverse backgrounds to the table for our clients. Karen Curran is a Certified Financial Planner CFP® and a Chartered Financial Consultant with a focus on long-range planning and charitable giving; Molly Keegan is a Certified Public Accountant with a long history in banking and finance. Our individual skills blend perfectly in a unique process and approach. This begins with crafting a solid financial plan that guides the management of clients’ investments. Our combined experience in philanthropy, financial and tax planning, and asset management offers clients the best service combination possible.
Our clients are valued partners in our work. We build dynamic and trusting relationships that allow us to form a deep understanding of clients’ financial goals.