WHAT WE DO
We employ a comprehensive, personalized approach to help our clients manage and grow their financial resources by creating realistic plans to meet their goals. Our job is to listen to what you say and understand what you need, then use our best judgment and experience to build a custom solution: one what works for you.
We believe our way of working with clients is unique. We engage with you, empowering you with guidance around the entirety of your finances — investments, personal budgets, taxes, business finances, and any other areas critical to achieving your goals.
Every client has a dedicated team of investment and tax professionals who collaborate closely to deliver the best possible outcomes. This team approach allows us to avoid the pitfalls of making decisions in a vacuum — to evaluate them, instead, in the context of each client's current situation and long-term goals. Our driving objective is to provide each of our clients with the peace of mind that comes from having a team of trusted professionals who are always pulling in unison for your benefit.
A historical aerial shot of the Marble Works in Middlebury — the original site of the Vermont Marble Company and the original offices of Marble Trail Financial (collection of Henry Sheldon Museum of Vermont History, Middlebury, VT).