Partner
We place you at the center of all that we do as your investment advisor. As your partner, we want you participating in upfront and ongoing decision-making, keeping us up to date on changes in your life, implementing our advice and letting us know whenever you have questions or ideas to share.
Plan
A comprehensive financial plan serves as a framework for organizing the pieces of your financial picture. With a financial plan in place, you’ll be better able to focus on your goals and understand what it will take to reach them. Instead of just treating your symptoms, we perform a thorough analysis and needs assessment to find out the why behind your problems.
Enjoy
With a clear plan in place, you’ll have more free time to enjoy your friends, family, interests and activities. Investment management isn’t just about the numbers; it’s really about getting the most out of life.
Our Process
DISCOVER
We begin by getting to know you, who you are and how we can help. This critical first step ensures that we manage your wealth accordingly. We set aside the time upfront to explore what makes you tick: your personal relationships and interests; professional pursuits; charitable interests and community; your finances, financial goals and challenges.
DEFINE
Based on our analysis of your distinct goals and objectives, we’ll craft a comprehensive plan customized just for you. Your plan will structure your investments so you can achieve your desired lifestyle–today and well into retirement. We optimize your client experience with our defensive approach to investment management, our own seasoned expertise and our commitment your 100% satisfaction.
REFINE
Even a great plan needs adjusting. Life happens and your goals change, calling for a new plan. The markets gyrate, calling for a disciplined portfolio strategy. Tax laws change, calling for new strategies. The point isn’t to avoid change, but to make smart decisions guided by logic rather than emotion.