General Info

At our Memphis office, we’re proud to serve individuals and families throughout West Tennessee with comprehensive wealth management tailored to your unique financial goals. Whether you’re planning for retirement, managing your estate, or navigating a major life transition, our team combines local insight with the strength and resources of a national firm to guide your financial journey. Comprehensive Financial Planning – Tailored strategies to help you align your financial life with your personal goals. Investment Management – Disciplined, long-term investing backed by decades of experience and evidence-based strategy. Retirement Planning – Personalized guidance to help you prepare for and enjoy the retirement you’ve envisioned. Our Memphis team brings over 60 years of combined experience, with a deep commitment to objective advice and lifelong client relationships.