Richard Hartmann founded Auctoris with a commitment to long-term client relationships. Before his passing, he personally selected Capital Strategies — a fellow M Financial member firm — to continue serving his clients with the same care and attention they have come to expect.

Allison Rossi, who served Auctoris clients for more than 25 years, has joined Capital Strategies to ensure continuity of service. Learn more at capitalstrategies.net.