About Us

We endeavor to instill in you the confidence, peace, and satisfaction that comes with knowing the stewardship of your wealth is being prudently managed with your goals and objectives in mind.

We intently seek to develop an intimate level of trust with you, in order to become your most trusted financial advisor.  We recognize such trust can only be earned by our steadfastly seeking to serve your best interests, consistently delivering upon the commitments we make to you, and by continually maintaining complete transparency in all of our transactions with you.

How can we help?

Find out how we can help you reach your financial freedom.

Contact Us Now

Our Team

Chief Executive Officer

Benjamin Newhouse has provided financial consulting and management services to affluent individuals since 1999.  In 2007...

Senior Wealth Advisor
Chief Business Development Officer

Bert Demicell has served business owners, executives, high net-worth individuals and families since founding and leading...

Legal Strategist / Advisor

John Newhouse serves as a member of our firm’s investment committee, and as a supplemental consultant and legal...