Client Experience

“Our allegiance is to you – no hierarchy or bureaucracy, but one team fueled by passion and purpose, with a laser focus on one goal, consistently driving excellence for our clients.

– Danny Popescu, CEO & President

Client-Driven Wealth Management

Our team of Professional Advisors are carefully selected based on high standards of excellence. Since inception. We have maintained a philosophy of independent, unbiased advice with a strong commitment to serving our clients’ wealth management needs. We are passionate about our purpose to grow and protect our clients’ net worth. We do this by offering prudent and harmonized advice that intricately weaves investing, tax, estate planning, and charitable giving, as well as risk and debt management to maximize your net worth.

Leading Edge Technology & Unbiased Advice

Unlike many large investment institutions, we tailor clients’ financial plans with no incentive to use any proprietary products or investment vehicles. We factor the clients’ entire financial picture and then offer the best solutions – rather than choosing the most convenient or lucrative method. We choose to advise rather than sell.

One of our key strengths is having access to specialized resources, including research, new technologies, talent acquisition and partnerships, and industry specialists. We adopt best practices to ensure continuity. What does this mean for you? An expansion of service offerings by a talented team, and the assurance of knowing that we are in perfect alignment with our clients’ best interests.

Peace of Mind & Assurance

We are here when you need us, responsive to all questions and calls, no matter the circumstance. Knowledgeable, educated and experienced, we are on your side. – never selling – working on your behalf with other trusted professionals.

Most of our Advisors have been in business since 1995, so we maintain resolute with our relentless pursuit to seek out and bring leading-edge strategy and solutions to our client families and business owners. This, in turn, positions our clients at the forefront of innovative advice, forged from recognized industry leaders all over the world.