We are a close-knit fiduciary firm; we maintain a low client-to-advisor ratio and we put your interests first. You will not feel as if you are a small fish in a big pond.
Clear Goals and Objectives
We use our one-on-one, personal relationship to establish your financial goals and objectives.
Custom Financial Plans
Once realistic goals are identified, we develop a detailed Investment Policy Statement and Investment Program to help achieve financial success.
Tailored Program and Investment Management Approach
Our goal is to improve household net worth and provide better overall financial outcomes by employing a disciplined, cost-effective, and efficient investment approach.
- Total Wealth Approach: establishing a financial plan and investment program to optimize the entire balance sheet. Tailor the investments to assets, goals and objectives, income tax plans, and estate plans to account for after-tax performance and help to improve inter-generational outcomes
- Spending Power: helping retirees maximize spending power to meet spending needs throughout retirement
We employ a top-down and bottom-up approach to limit risk and maximize growth within a portfolio. Our firm emphasizes cost-effective and efficient processes, while utilizing thematic, qualitative, and quantitative institutional research from various sources to seek ideas best suited for our clients. And because we are a fiduciary, we are held to a higher standard and must act in your best interest.
Research and Expertise
We have relationships with a network of organizations that provide expertise in a variety of areas, such as investment research, accounting, estate planning, charitable giving and insurance.
We’re a Fiduciary & Fee-Only Advisor Firm
Registered Investment Advisors (RIAs) have a fiduciary duty to each client. We’re an RIA – not a broker. We are legally bound to buy and sell securities for the client’s benefit, not to generate commissions. Due to our independence, we have no obligation or incentive to recommend one security or family of funds over another. When you succeed, we succeed.
We have developed very close relationships with our clients over the years. We are fortunate to maintain a low client-to-advisor ratio. When we started our firm, we understood that our long-term success would be contingent on maintaining a manageable client base. This model ensures our fiduciary duty is fulfilled and that we can customize each clients’ portfolio. No one client is the same; therefore, we do not employ a cookie-cutter approach that many firms have embraced. We prefer to grow with our clients.
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