Scott Frank, CAIA™, CPWA®
Most financial advisors learn about wealth management. I spent 15 years inside a family office watching it work — and watching it fail.
I joined the investment team of a prominent family office early in my career and stayed for nearly a decade and a half. In that time, I evaluated long-horizon investment opportunities across North and South America, Western and Eastern Europe, and the Far East — strategies built not for quarterly performance, but for generational stability. I watched how families that preserved wealth across generations made decisions differently. They governed. They coordinated. They never let one part of the plan drift from the others.
That experience changed how I think about retirement planning.
Because what pre-retirees actually need — tax coordination, income sequencing, investment discipline, estate alignment — isn't fundamentally different from what a well-run family office provides. It's just rarely delivered that way. Most people get pieces: an investment account here, an estate plan drafted and filed away there, a CPA who never talks to the financial advisor. Nobody owns the whole system.
That's the gap I built this practice to close.
I hold professional certifications in Alternative Investment Analysis (CAIA™) — the credential held by institutional allocators and hedge fund analysts — and Private Wealth Management (CPWA®), which focuses specifically on the complex planning needs of high-net-worth individuals and families. Together, they represent the two things I think about most: how capital behaves across markets and conditions, and how to translate that into a plan that actually works for a real family.
Over 20 years. One focus: building retirement systems that hold up.
David T. DeWitt, CFP®, CSRIC®
David is a seasoned asset manager and financial planner whose career began in the early 1980s. His extensive experience spans critical facets of finance and financial planning, including equity research, portfolio management, Master Limited Partnerships (MLPs), and deep work across the energy-infrastructure and midstream sectors. He is the author of Master Limited Partnerships: Your Guide to the Income-Producing MLP Investments That Are Building America’s Energy Infrastructure, a definitive resource on the role of MLPs in powering the nation’s energy network. David is a Certified Financial Planner™ (CFP®) and a Chartered SRI Counselor (CSRIC®).
Doreen Gallagher
Doreen has over 30 years of experience in the brokerage and investment advisory industry. She is responsible for all office and administrative duties associated with client account maintenance and service.
David H. DeWitt, CFP®
Dave Jr., a Certified Financial Planner™ (CFP®), is driven by a profound passion for helping people. His focus is on organizing their financial lives and maximizing their potential. Dave's specialization in serving adults with ADHD, combined with his personal experience with the condition, enables him to provide the understanding and support necessary for forging successful financial outcomes.
