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Affluent individuals and families have unique needs, goals, and long-term objectives. We offer our clients the full array of our customizable investment solutions, which are driven by dedicated research, characterized by risk management, and supported by superior client service.

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To learn more about our wealth management services, please contact one of our investment professionals at 314.447.2505.

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David Patritti

David Patritti

Senior Financial Advisor

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  • Market Insights

    Inflation Nation

    The level of inflation has been a subject of debate over the last several months. We prefer to focus on… Read More

  • Quarterly Comments

    3rd Quarter 2018: Lapping Lehman

    Investment performance is often measured in convenient slices of time. For example, most experienced investors are familiar with mutual fund… Read More