We understand that our clients are busy, successful, connected people who fall at different points in the wealth spectrum. Situations can range from the relatively simple to the very complex. We listen to what matters to our clients, focusing on what makes them happy.
We believe that consistency is important for our client relationships and how we manage their assets. That is why we have a continuity plan built into our business model. Just as you want your legacy to be meaningful, so does our desire for the firm’s legacy. We cherish the relationships with our clients and look forward to continuing those for generations to come.
We believe in a team approach to planning. That includes the client. That is why we provide the latest technology and online access to give our clients the comfort of being an educated investor. Our client service model is built around transparency with clients to give them a voice.
We are not beholden to any company, fund, or investment. Our business model is truly independent meaning we can meet the needs of each individual client situation. We also understand the importance of being dually registered in order to provide both fee-based and brokerage solutions.
Our planning process starts with an intimate dialog with you, we then perform a detailed and through analysis of what you have and where you want to get to. The analysis is then authored into a comprehensive financial plan which creates a road map for both of us to be accountable to. Our recommendations and the implementation of the wealth strategies are communicated as they happen. All of our recommendations are highly customized and designed with sophisticated investment strategies to help you achieve your goals. As we transition into the management of the plan, we review the performance and assess any life changes on a quarterly basis.
We’re a fee-only focused wealth management firm. That means we work for you and not the institutions. You pay us for financial planning services and a percentage of the assets under management for investment services. We avoid any potential conflicts of interest at all costs.
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