Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.


 Trust is an integral foundation for solid successful relationships and imperative in the selection of a financial advisor to help manage your financial future. Since May 1998, I’ve entrusted Bryan Girard and his team to work with me to manage my financial portfolio. Bryan and his team continue to earn my trust, are professional, and client focused. 

Lori G.


 James has been my financial planner for 5+ years and I have always found him to be very thorough and knowledgeable and he responds promptly to any questions or concerns I may have about my financial planning. I recently started up my own company and James was very helpful in providing recommendations as well as contacts. 

Michelle R.