147 North Shippen Street,
We use a collaborative approach with our clients and with each other. When clients decide to work with us they become clients of the firm and will normally work closely with one or two key advisors.
Our team works passionately to make our client experience exceptional. We are all about serving YOU!! For example, at least one member of our team is normally available to help clients with anything they might need at any given time during normal business hours.
Matt Staub, Scott Smith, Vanessa Zook and Greg Staub
Sarah Whitman and Tara Cruz
Managing Partner & Chief Investment Officer
Managing Partner & Chief Compliance Officer
Partner & Chief Human Resources Officer
Partner & Chief Operations Officer
Associate Financial Advisor
Marketing & Client Services Team Coordinator
Founding Partner Emeritus
Whether you are investing to build wealth, protect your family, or preserve your assets, our customized advice and tailored services focus your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.