Wealth Management Services

We are professional, private wealth managers, in business since 1988.

We manage the investment accounts for families, trusts, estates and retirement accounts.

We hold all of our accounts, in custody, at Folio Institutional, in book entry form, so that clients can also see their accounts and their assets.

We charge a fee, not commissions, to manage accounts.

Your first step in retaining us to manage your assets is to read our disclosure document on our fees and credentials.

Call me with your questions

Laurie Thomas Vass

19 975 4856