As we celebrate more than three decades together, I want to take a moment to express my
heartfelt gratitude. To each of you who has placed your trust in us, THANK YOU. Your loyalty, trust, and partnership have meant the world to us. Many of you have been with us through seasons of growth, challenge, and change. Your confidence in our team has never wavered and continues to be the foundation of everything we do.
When we first started, it was just two guys with a vision to build something meaningful, built on integrity, hard work, and care for people. We didn’t set out to create a large firm. We set out to create something lasting. We didn’t have all the answers, but we had a passion for helping people and a belief that if we did right by our clients, everything else would follow. Looking back, those early days feel like the roots of something truly special. And now over 32 years later, that same spirit remains at the heart of who we are.
Today, that vision has grown into a firm we’re incredibly proud of. Our firm represents not only our shared history, but the promise of a future that will continue to serve generations to come. Our team has evolved, our clients’ families have grown, and our reach has expanded, but our purpose remains the same: to guide, educate, and care for the people who trust us with their financial lives.
Looking ahead, we’re excited about what’s next. We’re investing in new ideas, empowering the next generation of advisors, and developing programs to help young adults build strong financial foundations early in life. It’s all part of ensuring that the legacy we’ve built together continues to grow and inspire for decades to come.
To our clients, colleagues, and friends we say thank you for being part of this extraordinary
journey. Your faith in us has allowed a dream to become a legacy. And the best part? We’re just getting started. Sounds cliché but stay tuned because the best is yet to come!!!
Allen Minassian