Your Advisors

The people you'll actually talk to

No call center, no rotating point of contact — a small team that stays with your file year over year.

Your Advisors

One team, three disciplines

You're matched with one lead advisor who works directly with our investment and estate specialists — you're not re-explaining your situation to someone new every time.

Eleanor Vane, CFP

Lead Advisor, Financial Planning

Twenty-eight years doing this. Focuses on retirement income and keeping tax exposure down.

Marcus Ashworth, CFA

Director, Investment Management

Runs portfolio strategy across equities, fixed income, and alternatives — the person actually deciding what gets bought and sold.

Priya Reddy, CTFA

Director, Estate & Trust Services

Handles estate and trust administration, and is usually the one on the phone with beneficiaries during the hardest part.

James Kobayashi, JD

Counsel, Probate & Tax

Handles legal filings and tax strategy on estates that cross state or country lines.

Start the Conversation

Book one call. We'll show you where your advisory, investment, and estate plans are pulling against each other — and what to do about it.

Book a Consultation