A Family Office

Client-First Philosophy

Justin Shure, CFP®
Founder & Wealth Advisor
Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.

Why Us?

  • Independent

    Independent Registered Investment Advisors are professional firms that provide personalized financial guidance and direction to their clients, many of whom have complex financial needs. Because we are independent, we are not tied to any firm, particular families of mutual funds or investment products. As fiduciaries, we are held to the highest standard of care, and are required to act in the best interests of our clients at all times. We are registered with the Securities and Exchange Commission.
  • Fiduciary

    A fiduciary is a professional entrusted to manage assets or wealth while putting the client’s best interests first at all times. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients prior to and throughout the advisory engagement. Fiduciaries adopt a code of ethics and fully disclose how they are compensated.
  • Comprehensive

    We work with clients to create integrated, efficient and personalized financial strategies and solutions. Clients with complex needs trust us to carefully examine and streamline their financial lives by ensuring that all the moving parts fit together and are working efficiently and harmoniously. In helping clients grow, preserve and transfer wealth, we tend to the details without ever losing sight of the big picture. Our consultative approach creates blueprints that our clients can use to rally all their professional advisors to pursue comprehensive, agreed-upon goals.

Our Clients

We serve a diverse group of clients, from 20-somethings to retirees. What they share in common: An insistence on trustworthy, expert advice with no strings attached.
  • High-net-worth and ultra-high-net-worth individuals and families, including those who are still building wealth and those who are retired.
  • Business owners, who seek both guidance through a liquidity event and a partner in managing their wealth.
  • We also provide trusted counsel to those facing major life crossroads such as the sale of real estate or investment holdings; the death of a loved one; divorce or inheritance.

Strategic Alliances

Fidelity Investments
Fidelity is one of the largest custodians serving independent financial advisors. Through Fidelity, we are able to provide the full capabilities and institutional strength of a large firm while maintaining the personalized service and responsiveness of a boutique.
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For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.
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We are a fee-based fiduciary firm, providing you with the knowledge and resources you need to build long-term wealth, financial security, and peace of mind. We provide objective advice and management without commission incentives or conflicts of interests in the picture to solely serve your best interests. Our advisors lead with a plan. Our goal is to get to know you, and what your specific needs are before any implementation is done.
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FPA
The Financial Planning Association® (FPA®) is the primary membership organization for financial planning practitioners who want to master the practice of financial planning, and who are committed to shaping the future of the profession.
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Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

Let's chat