Financial Counsel

Richard A. Carriuolo, Director of Wealth Management; Geoffrey K. Alexander, President; Wendy A. Laidlaw, Chief Operating Officer and Portfolio Manager


To help you plan for your future, your portfolio management team will integrate investment management with ongoing financial advice and counsel. From day one, we will listen to you. We are interested in what you value and aspire to accomplish. With this understanding, a financial and investment plan will be developed. You will be guided by us every step along the way as you implement your plan, and we will keep you on track in an ever-changing world.

The results: greater clarity for you and confidence in the future.