Who We Are
We are a service-driven family office advising a select number of affluent families.
We comprehensively manage families financial interests.
Our diverse team of experts go the extra mile and give our clients peace of mind.
James W. Wert
Chairman, CEO. & Managing Member
Chief Operating Officer
Chief Investment Officer
Vice-Chairman & Senior Client Advisor
Senior Director of Investments & Private Capital
Chief Financial Officer
Compliance & Legal Services Assistant
Associate Client Service Director
Director of Investments
Director of Client Services
Client Service Director
Amy R. Lorius
Senior Client Service Director