Louise, Jim, David, Drew, and Joe want to inspire all capital to have impact. With over 150 years of collective and relevant experience, our team—Louise, Jim, David, Drew, and Joe—feels privileged to be advising a variety of clients, including family offices, public and private corporate executives, and tax exempt entities. Every client has a unique perspective on the purpose of their capital, and we tailor our services to fulfill that purpose. We do this primarily through investing, wealth planning, philanthropic advice, and sustainable impact strategies. This process is always an interesting journey, so let's get started on it together.

Louise Lane was recently featured in Barron's Magazine.

Professional Recognition and Awards

  • Forbes Best-in-State Wealth Management Teams 2023, 2024, 20251
1 The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.