We offer strategic financial services in five key areas
What to Expect
Our hands-on approach is designed to help our clients set a vision for their financial future, starting with a series of meetings to better understand their needs and aspirations. We devise an integrated financial plan to help them achieve their dreams. Periodically we adjust our clients’ financial plan to account for their changing circumstances and goals. We actively coach clients to ensure they stay committed to their financial plan. Much like maintaining a healthy diet, there’s a difference between knowing what to do and having the discipline to do it. It’s an area where many individuals struggle and we aren’t afraid to tell our clients when we think they’ve gone off course, before helping them steer in the right direction.
Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.”
– Paul Samuelson
What we ask of our clients
We believe that comprehensive and effective financial planning should be holistic, customized, forward thinking and designed to deliver long-term results. It’s the reason why we don’t partner with clients looking to day-trade or purchase an occasional investment product.
While many wealth-management firms have minimum account size requirements, we work with investors of varying degrees of wealth. The only requirement we have of our clients—whether large or small—is a firm commitment and the patience required to realize the financial vision we develop together.