Where is your financial journey leading you?

We are a multi-family office, one that can support your family in all of its financial needs, from the most sophisticated to the administrative. Our expertise includes managing your wealth, estate and income tax planning, family education, philanthropy, cash flow planning, and risk management. In addition to designing plans, we are a sounding board for ideas and a trusted confidant. Your family will gain an engaged advisor with deep resources and a passion to serve you.

For clients who do not have a need for Family Office services, we combine comprehensive financial planning advice with investment management and reporting. Our advice will typically involve cash flow, estate, and income tax planning to ensure that essential tasks are addressed.

We apply our long history of investment experience to help you define the purpose of your wealth. Once that purpose has been defined, we will design and implement a personalized investment plan to achieve it. We continuously monitor your portfolio so we can make adjustments based on financial markets and changes in family circumstances or objectives. We also employ an open architecture approach to investment selection, ensuring independent, objective advice.

Through our Hugh Johnson Advisors division, we provide investment management services tailored to your unique circumstances to meet the financial goals and objectives of your organization. We also provide counsel and education to our nonprofit organizations regarding regulatory and fiduciary requirements. In addition, we assist in the drafting of comprehensive and compliant investment and spending policies.