Comprehensive Financial Planning
As a wealth management firm we pride ourselves on our ability to offer comprehensive solutions to our clients. Our ability to offer advice on cash flow management, asset allocation, investments, taxation, risk management, retirement, estate and charitable planning means our clients can rest assured that all aspects of their needs are being addressed.
Access to Your Advisor
Our goal is to be our clients' trusted advisor. As a client, you will work directly with the individuals that are developing your financial strategy and together as a team will build a framework that considers your own unique circumstances. We work with you locally to develop your strategy and manage your investments. You can meet directly with the individuals making the decisions and count on us for frank, honest discussions. As a firm, we are committed to limiting the total number of relationships for each advisor, ensuring each client receives plenty of personal attention.
Expertise
While we believe the small firm environment is important for delivering excellent client service, our ability to offer top-notch advice rivals much larger firms. Our use of an investment committee means our economic outlook, asset allocation and manager selection is the best thinking of a talented, experienced group of advisors with a combined one hundred years of market experience. In addition, our relationships with other financial professionals means you have access to a tremendous depth of knowledge, not commonly available in the small firm environment.
Fiduciary Standard
As a registered investment advisory firm, we are held to a fiduciary standard of care for our clients. This fundamental aspect of our relationship with you guides all aspects of our process. Everything from investment selection to our compensation must adhere to the same standard, putting your best interest above all else. You can feel secure knowing that our only interest is providing you with the best possible advice.
Independent
As an independent firm, we are not associated with any company selling investments or insurance. We believe this is a critical factor to providing you with objective advice that is focused on your needs and goals. Additionally, our independence allows us to work with your current trusted professionals as a conflict free partner, dedicated to your success.
Fee only
As a fee-only advisor our only compensation comes directly from our clients. This model minimizes the potential for conflicts of interest that may arise when advisors are paid for selling investments, insurance or other products. Additionally, we receive no income, directly or indirectly, from any institutions or business partners. Simply put, our goals and incentives are identical to your own, to grow and protect your wealth.