Our practice is centered around values-based comprehensive financial planning. We focus on getting to know and understand your needs, wants, and long-term goals to help you develop, implement and monitor a plan that is designed for you.
We believe everyone should have a clear and comprehensive plan to achieve their financial goals. We focus on planning first and are committed to helping our clients plan before making long-term decisions that may affect their financial future.
Our clients have diverse backgrounds, but there are a number of common traits among them. They have the ability to become, or already are, financially independent. They prefer to free up their time and use our experience, expertise, and tools to delegate some of the responsibility of managing their wealth.
Our services are geared towards investment portfolios of $750,000 or more. We do however make exceptions for individuals genuinely motivated to make significant strides in their financial life.
We provide advisory services and asset management to our clients on a fee-based platform. This means that our advisory services are fee-based as a percentage of the assets that we manage. Fee-based asset management allows us to provide investment solutions while giving clients objective, fiduciary investment advice based on their individual situation.
Our first meeting is complimentary. We will take that time to review your goals and concerns relative to your current financial position. If we can help you, we will recommend options for our services and you can decide if you’d like to proceed.
All our meetings can be in person, over the phone, or via video conference.