FINANCIAL ADVISOR
Courtney K D'Arthenay

Allowing someone into the world of your finances is deeply personal, and it is important to partner with a team who has a wealth of practical knowledge and experience. We are passionate about helping others by taking the stress and anxiety you may have surrounding money away and in turn improving the quality of your life and mental health.

The families and charities we work with are serious long-term investors with complex financial needs who value our partnership and the high level of service we provide. Our clients include individuals and families with intergenerational wealth transfer needs, incorporated professionals, widows...