As a financial investment firm, the cornerstone of our business is excellent financial advising that navigates our clients to financial wellness. However, because we believe that financial wealth should power a supreme quality-of-life, we go beyond the industry standard.

We operate under a post-modern portfolio theory, incorporating personal health and lifestyle into investment strategies. In practice, we seek to provide best-in-class concierge services that expand your wellness beyond finances to physical, mental and social well-being.

Our clients benefit from our tiered complimentary concierge services model.

Below is a list of our most-utilized services, however we create new partnerships regularly to meet the individual needs of our clients.

Physical Fitness

Personalized, private training sessions with Circulation Provenance fitness experts


Preparing for and managing natural disasters is our unique area of expertise

Life Coaching

Professional mental health experts provide cognition guidance and life coaching


We partner with the best-in-class housekeeping services so you can maximize your time.

Event Planning

Celebrate life's biggest moments in style with best-in-class planners at Moments by de Stijl 

Meal Planning

Our meal service partners will ensure mealtimes are nutritious and stress-free

Art Consulting

Investing in art can be very profitable and enjoyable. Our consultants make both possible

Nanny Services

We partner with local nanny agencies and will help you find the right fit for your family