The team is dedicated to understanding you, your goals and the purpose of your capital to build sophisticated, customized solutions for your family. Through our collective technical expertise in investment management and strategic wealth planning, we build enduring relationships with multiple generations of family wealth. We serve successful entrepreneurs, business owners and high net worth families as well as foundations and endowments.

Professional Recognition and Awards

  • Barron's Top 100 Private Wealth Management Teams 2019, 2020, 2021, 2022, and 20231
  • Forbes Best-in-State Wealth Management Teams 2023, 20242
  • Forbes America's Top Wealth Management Teams 20232

Barron's features John Cultra and his investment philosophy in its June 5, 2020 edition.

1The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases

2 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.