About Our Team
We work with high net worth individuals, families, business owners and corporations to identify their financial goals and help to achieve them, and structure customized portfolios designed to both preserve and maximize wealth.
We keep our client base small for a reason – to ensure that we have a deep understanding of your needs while delivering exceptional service.

who we are
Meet The Team

Peter Szeto CPA, CMA, MBA
Senior Investment Advisor

Jason Park PFP
Investment Advisor

Adam Conconi
Investment Advisor

Don Lim
Senior Investment Advisor

Jennie Chen BA
Associate Investment Advisor

Marie Wong MBA
Associate Investment Advisor