The firm / Est. 2012
AR / 05The people behind
the discipline.
Every relationship is backed by investment judgment, planning depth, and continuity across the firm.
Advisory team / 01—03
Distinct areas of judgment, brought together around every relationship.
Elena Vasquez
CFA, CFP® · 20 years
Elena leads the firm's investment discipline and the decisions that connect portfolios to each family's wider plan.
InvestmentsMarcus Reed
CFP® · 16 years
Marcus leads family planning relationships, with particular depth in estate coordination, legacy decisions, and multigenerational communication.
Planning & legacyPriya Nair
CFP® · 8 years
Priya works across planning and next-generation relationships, helping families turn complexity into a sequence of practical decisions.
Families & transitions
The coordinated team model
Backed by a team,
not a lone opinion.
Relationships are led personally, but never held privately. The team reviews priorities, decisions, and portfolio policy together so continuity is designed in from the start.
We add capacity when it deepens the client experience—not simply the org chart.
Start a conversation