WE ARE...
An independent, fiduciary, fee-only wealth management firmWhy choose Us.
We work solely and exclusively for the benefit of our clients. We do not sell financial products, accept commissions or receive compensation from any third parties for implementing the recommendations we make. Our holistic approach to wealth management is guided strictly by our understanding of our clients' unique needs and circumstances and the achievement of their and their family's goals. We are fiduciaries by choice, not by legislation holding our competitors to a higher standard.
Rigorous in our approach.
Working closely with our clients, we conduct a thorough review of their current resources and personal objectives. A comprehensive financial plan is the cornerstone of our wealth management process and integral to achieving the highest degree of efficiency in attaining our client's goals. Then, we systematically monitor our client's progress toward their goals in order to identify opportunities and to minimize risks along the way.
Commitment to our clients.
When planning for our clients' future, we strive to leave no stone unturned. As a result, we don't always end up telling them what they want to hear but, rather, what they need to hear. We take the time to listen, to do our homework and to educate our clients' as to exactly how and why we make the recommendations that we do. Our relationships are built on the trust our clients place in us to put their interests first at all times and not on incessant pontifications about the financial markets. We think that makes us different from most firms in the industry today.