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We help individuals and their families use their wealth to fulfill the purposes they value most.

We Can Help You...

  • Develop a financial plan that will allow you to achieve your goals
  • Ensure that your family and business interests are protected financially
  • Fullfill your philanthropic aims in ways that are financially efficient
  • Protect and preserve your wealth to maximize its future impact
  • Develop a benefits plan that provides employees with protection and peace of mind

David Wm. Brown, Partner

“If you always want to be in the room with people who are smarter than you, you're never in the wrong room with David.”
- Rick Ekstein

Learn More About David on Linkedin

Elli Schochet, Partner

“ The only financial advice I take is from Elli Schochet.”
- Dr. Jon Barrett

Learn More About ELLI on Linkedin

Golda Brown, Partner

“ I discussed family and our future with Golda in a way you only could with a woman.”
- Barbara Bank

Learn More About Golda on Linkedin

Our new website will be up soon.
Until then, we have lots of purposeful information
and resources that we would be pleased to share with you.
Contact us by calling 416-787-6176 or emailing