Philosophy
Simplicity. Purpose. Control. Three little words with the power to unleash meaningful financial and emotional success.
Experience
Our team’s diverse histories combine with decades of experience at large and small investment firms. We have a deep respect for the value of a hard-earned dollar.
Values
Quality of life drives what we do and how we do it. We are committed to each client and to our small firm values.
Susan Dahl
Chief Executive Officer
Keith Savard
Chief Research Officer
Liz Darling
Senior Client Advisor
Jessica Grande
Senior Client Advisor
“Sometimes priorities become invisible within the complexity of strategy. It is our mission to make them visible again. ”
Isabel Saltzman
Chair, Board of Advisors
Doug Dahl
Technology Consultant
Moses
Chief Smile Officer