Wealth Management

Comprehensive and built for you.

Financial Planning

Our end-to-end financial planning is focused on moving your goals from the drawing board into reality.

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Investment Management

Investment management is driven by a single creed: discover opportunities and minimize risk.

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Estate Planning

We encourage your estate plan be reviewed to protect the total value of your estate and to preserve as much of your wealth as possible for your loved ones.

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Retirement Planning

We recognize that no client's financial life is one-dimensional.

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Client Service

Have a questiona about your account? Contact us today.

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Our Process

Discovery

Our client relationships begin with gathering your information and determining your goals and expectations. We make sure that we’re crystal clear about what you want to achieve before providing any advice.

Advise

Having thoroughly analyzed your situation, your goals, your timeframe, your risk tolerance and other factors, our team develops clear, straightforward recommendations.

Implementation

Finally, we agree on who will monitor progress toward your goals. If we handle that responsibility, we will periodically review the situation with you and adjust recommendations as needed.

Evaluate

We don’t just give our clients plans and then move on to new business. We actively monitor your progress, make course corrections and, if your goals change, adjust for a new destination. Our job isn’t complete until your goals are reality.

FAQ

  • What is an independent financial advisor?

    Independent Registered Investment Advisers are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care—and are required to act in the best interests of their clients at all times. They are registered with either the Securities and Exchange Commission or state securities regulators.
  • What does being a Fiduciary mean?

    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 will also adopt a code of ethics and will fully disclose how they are compensated.
  • What separates us from other financial advisors?

    A combination of independence, comprehensive service, and client focus sets us apart. As an independent Registered Investment Advisor, we provide the best advice for each client’s specific situation and needs without concerning ourselves with the agenda of a parent company. Our services range from financial planning to investment management to estate planning—we can meet a wide range of needs under one roof. Finally, we are oriented toward providing each client the attention and service they deserve. We treat our clients as individuals and not numbers.
  • Where is my money kept?

    In our advisory role, we never take custody of client assets. We utilize Fidelity as the custodian of client accounts and as our primary broker. Our relationship with Fidelity is an arm’s length transaction with no exchange of funds between Fidelity and us. When your account is established with Fidelity, you provide us with limited trading authorization on your account. This authority allows us to process trades directly in client accounts.
  • How do I begin?

    Typically, we only need a copy of your most recent account statement and your signatures on a few forms. We will take care of setting up your new account and transferring your assets.

Free Financial Review

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

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