Our financial planning process considers all aspects of a clients’ financial lives – all assets, liabilities, investments, insurance coverages, business interests, tax issues, estate plans and more. This holistic approach leaves no stone unturned as we seek to insure that all of our clients financial affairs are in order and structured to help achieve the best results possible for each client. We are not solely investment managers, though over 95% of our clients hire us to manage investment assets. We are comprehensive wealth managers and work with clients that are seeking this type of holistic approach to managing their overall finances.
We hold ourselves to a fiduciary standard, a duty of loyalty and care. We simply put our client's interests above our own. We are a fee-only financial advisor so that means there are no hidden commissions or fees in financial products we recommend.
Our staff of five works with every client, on an ongoing basis, to help them achieve their goals over time. Our goal is to provide every client with personalized financial advice, tailored to their specific needs, goals, and circumstances.