Wealth Management Is Deeply Personal
Money is the fuel that powers your life—securing your retirement, caring for loved ones, and leaving a lasting impact. We combine active listening with deep empathy to align your capital with the life you want to live.
Grounded in Institutional Integrity
As an independent Registered Investment Adviser (RIA) and fiduciary managing $1.5 billion in assets, we operate under a legal and ethical mandate to always put your interests first. To ensure complete alignment, the majority of our partners’ personal capital is invested directly alongside our clients—so when we make a decision for your portfolio, it’s a decision we stand behind for our own families.
The team that supports your life’s goals
Scott Kimelman
Partner & Co-Chief Investment Officer
Sapan Vayas, CFA®
Partner, Co-Chief Investment Officer & Senior Wealth Advisor
Yasmeen Mock
Partner, COO & Senior Wealth Advisor
Joyce Chan
Finance and Operations Manager