The peoplein the room.
Three managing partners with more than two decades each in private wealth, and the client service team around them. The same people from the first conversation on.
Kurt Newsom, CFP®
Managing Partner & Wealth Advisor
More than twenty years advising successful individuals, families, business owners, executives, and professional athletes. Planning, investment, and tax, held as one decision.
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Matt Cavanaugh
Managing Partner & Director of Investments
More than two decades across capital markets and the business of sports. He leads how portfolios are built and managed.
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Tracy Hoffmann
Managing Partner & Director of Client Service
Three decades in private wealth: the coordination, continuity, and follow-through that hold every relationship together.
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