Our Services

We provide independent, comprehensive wealth management planning and investment management with complete implementation.

We strive to be leaders in developing strategies for a complex and changing world, and make frequent contributions to professional journals. We are committed to continual improvement and adaptation in an evolving financial environment.

Because we are fee-based* and independent, we are not influenced by sales incentives or proprietary products. Fees for our services are based on assets under management as we guide our clients in defining and meeting lifetime goals and aligning their portfolios to help achieve them. We do not charge commissions.

Clients are Family

What sets us apart is a higher level of client service. We work with multiple generations in the same family to help transition values and wealth. We pride ourselves on the deep, life-long personal relationships we enjoy with clients. To us, clients are family. As our client, you may come to appreciate the fact that we are easily accessible and that we remain in frequent contact.

We begin with a comprehensive Discovery Process. This is the basis for a customized written Investment Strategy and Policy Statement that becomes a roadmap for managing your financial affairs.

It can encompass:

  • Financial and retirement planning
  • Investment management, including
  • Business succession planning
  • Family legacy planning, as well as passing your values on to your heirs

 

*Refer to the fee-based disclosures here.