Holistic Advice

Independent Thinking

Innovative Solutions

Who We Are

We are a team of experienced advisors who are flexible, responsive and innovative in our approach to providing customized solutions for all of your wealth management needs.

Who We Work With

Our comprehensive services are especially well suited for entrepreneurs, executives, business owners, successful individuals, family offices, and institutions.

Why Work With Us

We are unique in our holistic advice and solutions. We utilize a goals based planning process where we focus on understanding each client's personal and philanthropic goals.

What's New

Qualified Opportunity Zones: What Investors Should Know

The 2017 Tax Cuts and Jobs Act established the Qualified Opportunity Zone program to provide a tax incentive for private, long-term investment in economically distressed communities.


Middle Market Direct Lending

While many portfolio managers seek to associate themselves with the middle market, not all strategies are created equal. Middle market direct lending portfolio managers exhibit varying degrees of experience, employ different sourcing strategies, and target different asset types.


Global Alternative Investments, Strategy Outlook – Q3 2018
  • 2005

    Barron's logo
    America's Top 100 Brokers
    Ranked #22 Nationally
    Richard Blosser
  • 2006

    Barron's logo
    America's Top 100 Financial Advisors
    Ranked #25 Nationally
    Richard Blosser
  • 2007

    Barron's logo
    America's Top 100 Financial Advisors
    Ranked #37 Nationally
    Richard Blosser
  • 2008

    Barron's logo
    America's Top 100 Financial Advisors
    Ranked #24 Nationally
    Richard Blosser
  • 2011

    Barron's logo
    America's Top 1,000 Financial Advisors
    Ranked #32 in California
    Richard Blosser
  • 2012

    Barron's logo
    America's Top 1,000 Financial Advisors
    Ranked #29 in California
    Richard Blosser
  • 2013

    OnWallStreet logo
    OnWallStreet Top 40 under 40
    Ranked #22
    Ryan Reeder
  • 2013

    Barron's logo
    America's Top 1,000 Financial Advisors
    Ranked #29 in California
    Richard Blosser
  • 2014

    Barron's logo
    California's Top 120 Financial Advisors
    Ranked #82 in California
    Ryan Reeder
  • 2014

    Barron's logo
    America's Top 1,200 Financial Advisors
    Ranked #22 in California
    Richard Blosser
  • 2015

    Barron's logo
    America's Top 1,200 Financial Advisors
    Ranked #33 in California
    Richard Blosser
  • 2016

    Barron's logo
    Best-In-State Wealth Advisor
    Ranked #29 in Southern California
    Richard Blosser
  • 2018

    Forbes logo
    Best-In-State Wealth Advisor
    Ranked #29 in Southern California
    Richard Blosser
  • 2018

    Barron's logo
    America's Top 1,200 Financial Advisors
    Ranked #52 in California
    Richard Blosser
  • 2018

    Forbes logo
    Top 250 Wealth Advisors in America
    Richard Blosser

Barron's: The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, and quality of practice. Investment performance isn't an explicit component.

On Wall Street: The OnWallStreet 40 Under 40 ranking is not an endorsement and is based strictly upon assets under management and trailing twelve-month production. The ranking is not indicative of past or future investment performance.

Financial Times: Rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications and compliance record. Investment performance and financial advisor production are not explicit components.

Forbes: The Forbes 2018 Best-In-State Advisor 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.

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals