Clients Come First
Exceeding expectations through attentive and responsive service, clear communication, and a deep understanding of our clients’ financial objectives.
Relationships Matter
Building enduring relationships with our clients, acting with transparency, and serving as trusted advisors across generations to help clients preserve and grow their wealth.
Intelligent Investing
Applying deep institutional experience, a broad knowledge base, and a disciplined research approach to building prudent and diversified investment portfolios.
Aligned Team
We are one team with one goal: delivering exceptional outcomes for our clients. We foster a culture of collaboration, continuous learning, innovation, professionalism, and a strong work ethic.
A Proud History
Our firm was founded in 2005 by two celebrated investment professionals: Karen Firestone and David Scudder. From a handful of clients in our early years, we have grown steadily as more individuals and families have discovered our refreshing approach to client service.
A Dynamic Combination
We combine respect for the traditions of wealth management with a contemporary investment philosophy, creating a dynamic approach to investing and wealth counsel that is informed, aligned and assured.
About Our Name
In ancient Rome, the aureus was a coin made of gold, making it intrinsically valuable. The most desirable currency of its time, it was reserved for storage of significant wealth. The aureus symbolizes our mission to maximize value for our clients.