The effective management of wealth requires teamwork.

Awards and Accolades

Barron's Top 1,200 Advisors*

Bruce Lang was named as one of the Barron's Top 1,000 Advisors from 2011-2014, and Drew Lang, Partner, was named as one of Barron's Top 1,200 Advisors in 2015-2019.

*Prior to 2014 the Barron's Top 1,200 was recognized as the Barron's Top 1,000 Advisors. The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component.