Our Story

Founders

The decision to start our own business came quickly and easily and on February 1, 1991, we opened our doors for the first time. It was the culmination of years of clients asking“When are you going to start your own business?" which all three of us heard frequently. Joan and Paul had been working together since he joined her at Gary Goldberg & Company in 1983. When Louise, who had worked seven years at Dean Witter and Company, was given the opportunity to join us, we acted quickly to start our own firm.

We were excited by the number of clients who came with us; we retained more than 90 percent of them. Our focus was always on our clients and now we had a place, under our own name, that allowed our family to take care of your family in both a personal and professional way. The firm grew to manage more than 350 client families by 2000.

In that same year, after nearly 30 years in this industry, Joan decided to retire in December. What a remarkable career she had. Her tireless efforts in providing holistic and independent planning advice still benefit her clients to this day.

By 2000, Louise had survived breast cancer and was back to work full-time. In 2004, she was diagnosed with leukemia and lost her battle with cancer in October 2005. Her legacy lives on in her children and the memories of the clients she worked so hard for.

Paul is the last of the founders, and his commitment to the philosophy of a client-centered practice remains as strong today as it did in 1991.

More than 150 families, including their children and grandchildren, who began with us in 1991 are still with us today.

In the time since our founding, our firm has increased fourfold, managing more than 600 client families. We are proud of our commitment to providing impartial and objective advice and a high level of service to our clients, whom we consider our extended family.