To Grow and Preserve Your Wealth
We’ve been helping people achieve their financial goals for more than 80 years. Our clients are diverse—Baby Boomers and Millennials, Democrats and Republicans, CEOs and entrepreneurs, families and philanthropic organizations. But they all have at least one thing in common: they make thoughtful decisions about their investments and their choice of investment counsel.
Careful investors choose Norris, Perné & French because we’re different than other investment firms.
Our Promise to You
Our investment counsel will always be:
We use straightforward, jargon-free language to simplify complex financial processes—and ensure that you understand exactly what is happening with your money.
Our advice is grounded in an in-depth knowledge of your personal situation coupled with first-hand research of investment vehicles and the companies behind them.
We build trust by building personal relationships—as we have with generations of families that have relied on our counsel all the way back to 1933.