Slide Driven by Innovation ® True Fiduciary ® EXPERIENCE THE DIFFERENCE founded on transparency Your Interests Come First CLARITY. SECURITY. SIMPLICITY.
FOUNDED ON TRANSPARENCY®
Driven by Innovation
EXPERIENCE THE DIFFERENCE
True Fiduciary®

YOUR INTERESTS COME FIRST

OUR MTP


Massive Transformative Purpose

Positively Impact ONE MILLION Lives Through True Fiduciary® Standards of Transparency.

 
 

REINVENTING FAMILY OFFICE


Contributing to human progress by giving TIME back to entrepreneurs, freeing you up to make an exponential impact on society.

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THE DATA


Barron's and Forbes Top-Ranked Advisors.1

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THE TEAM


Experienced. Innovative. Trustworthy.

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Eric H. Schoener

ERIC H. SCHOENER, CFP®, CIMA®

Partner, Managing Director and Family Wealth Advisor

Andrew J. Woolridge, CIMA®

ANDREW J. WOOLRIDGE, CIMA®

Partner, Managing Director and Family Wealth Advisor

THE BOUTIQUE


Top-Ranked Multi-Family Office¹

BOUTIQUE.
Targeting total financial well-being through PERSONALIZED family office services from a dedicated team of experts.

PROTECTION.
Delivering FEE-ONLY private wealth management that is high-touch/high-tech and backed by some of the largest financial institutions.

TRANSPARENCY.
Providing transparency and clarity through TRUE FIDUCIARY® standards that place your interests first.

INNOVATION.
Fostering an award-winning entrepreneurial environment that drives VALUE-CREATION to promote a culture of innovation.

TEAM.
Employee-owned and dedicated to the FLOURISHING of others through integrity and trustworthiness.

RANKINGS AND AWARDS


Best Multi-Family Office. Top Financial Advisor. Best Places to Work.1

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OUR COMMUNITY


Making a Positive Impact


Employee-owned and proud to be community driven. We provide donations and services to non-profits in addition to volunteering with organizations that are making a positive impact around the world.

We are also partnered with Barron’s to help strengthen financial education and foster leaders for the next generation.

HOW CAN WE HELP

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