What we’ve learned during our 25+ years in the high net worth space, is that while many of our clients share some common characteristics, each family has their own set of needs and goals that are entirely unique. This is why, before any terms are discussed, or any obligations are made, our team members invest 40 to 50 hours of their time getting to know each prospective client and their specific situation, in what we call the GAP Process. We invite prospective clients to go through this process, free of charge, because wealth management is not the type of service they will want to change year in and year out; this type of engagement is one that builds over time, and is based on trust, competence and rapport.

JR Raebiger has been hired as managing director and senior wealth advisor to lead and expand the firm’s operations in the Eastern Pennsylvania market. We recently sat down with JR to learn a little more about his background and him as a person.

Nathaniel Ecoff, CFA is an innovative Director on the Investments team, where he uses investment manager due diligence to lead his team, as well as their clients to success.