William L. Wolfe, CFP^®
First Vice President- Investments

Welcome to our Web site, where you'll find a wealth of information about our capabilities and how we can help you reach your financial goals. In addition, our site offers a wide variety of useful information, including calculators, articles, and direct access to your accounts. 

Mr. Wolfe provides concierge financial services to a select group of global private clients. 

Over the last decade he has helped clients align their strategic investment policies with their social viewpoints while advising on issues ranging from creation of charitable family vehicles to risk hedging techniques.    

Here are some examples of our Financial Concierge services:

• Socially Responsible & Principal Based Investing Services
• Trust, Custodial, &  Foundation Administration
• Section 144 & 145 Corporate Insider Services
• Restricted Stock Management
• Attorney & CPA Coordination
• Private Banking Services*
• Charitable Giving
• Retirement Planning
• Risk Management* & Hedging
• Business Succession Planning
• Access to Lending Services*

* Offered through affiliates.