Wealth management is more than beating a benchmark over the past quarter, year or even 3 years. It is about achieving goals that you have for yourself, and your family, by focusing on what you earn on your investments after taxes and fees.
Getting to know you
We believe each client is unique. We provide the intimacy, confidentiality and personal touch you would expect from a boutique wealth management firm. We take time to really listen to our clients and cultivate trusting, long-term relationships. When our clients discuss their financial concerns, they speak directly with a principal of the firm who has a personal stake in providing the best possible advice.
As partners, we make it our business to understand our client’s value system, life goals and financial life. We have the expertise to evaluate a client’s current investment portfolio, retirement plan, company benefit package, budget and cash flow analysis, estate and income tax structure, family wealth interests, insurance and personal business holdings.
With an intimate knowledge and thorough examination of the relevant aspects of your financial affairs, we will collaborate with you on a long-term view coupled with targeted, shorter-term objectives and personalized strategies to minimize risk, maximize wealth and achieve your lifetime goals and objectives.
As a registered investment advisor, we are transparent in our approach, our operations, and our fees. We serve as your unbiased investment stewards and advisors, responsible for ensuring that our strategies and investment choices meet your objectives and financial goals.
We are a sophisticated group of financial professionals who works together to bring proven practices and fresh thinking to the management of your wealth. Working as a team, we leverage our skills and backgrounds, as well as those of your accountant, attorney, and other advisors, to help ensure your expectations for personalized service and portfolio results are met now and into the future. We can also address other issues such as asset protection, tax and estate planning and business succession strategies.
We believe confident investing begins with clarity and understanding. We take a direct approach in our communications, planning, and execution. We strive to simplify complexities by translating your financial reality into understandable, achievable plans. We also explain market trends; discuss risks and rewards, and review goals and objectives so that you can make informed decisions.