Overview

We are an independent wealth planning and investment management firm to which successful individuals, families, pre-retirees, and retirees turn for help in establishing and maintaining their long-term financial goals.

Our clients are varied, but examples of common traits include:

  • Desire to delegate. We take the time to educate our clients so they can trust us to implement their financial strategy.
  • Appreciation of candor. We are straightforward in our approach to communication, and sometimes we have to open our clients’ eyes to the financial realities of their spending, saving, or other detrimental financial habits. Our clients appreciate honesty.
  • Willingness to listen. Our clients are open to innovative ideas when it comes to their finances, knowing they have the ultimate authority over such decisions. They respect our point of view as we do theirs.

Since we make a point to build a relationship with our clients as individuals, we want to work with nice people who can truly benefit from our wisdom and experience.