We combine the latest technology with our insight and experience to grow and preserve wealth.
Since 1925, we have been a trusted wealth manager helping our clients achieve their goals.
The personalized service of an independent firm and resources of a large firm enable us to forge enduring relationships with generations of clients.
About Us
Our firm has been a presence on Wall Street for nearly a century. We are distinguished by our high level of service, forward-thinking approach and commitment to integrity, transparency and respect. We utilize time-tested processes and leading-edge technology to help our clients reach their goals.
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Wellington Shields
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Wealth Management
It starts with a conversation. We listen, then develop a solution tailored specifically to you, your business and your family. We consider your short-term objectives and your long-term view of the legacy you wish to leave.
Investment Management
Since our founding and through every market cycle, our disciplined, long-term approach has been critical to ensuring we meet our clients’ goals.
