Our heritage in independent thinking, tailored investment portfolios, and personalized service positions you for a future of financial stability.
What We do
We develop customized investment strategies for families, endowments, high-net-worth investors, and foundations through our unique strategy. To make life easier, we also go beyond asset management to provide extended wealth management by overseeing everyday finances as well as trust and estate planning.
Who We Are
As wealth and investment advisors with more than 30 years of experience, ProffittGoodson understands the complexities of wealth and what it takes to manage it for you, your family, or your institution. By keeping you informed and engaged, we help ensure that your goals and needs are being met now and in the future.