WHAT WE DO

• As an independent advisory firm, we are not beholden to any brand or product. We research the market for practical solutions and then apply them according to your goals and needs.
• Our goal is to be your one-stop shop for all your financial needs.  We have a wide range of trusted strategic partners we work with who can help you through your life events, such as buying or selling a home, obtaining a mortgage, auto or homeowners insurance, divorce assistance, loss of job and more.  Attorneys, CPAs, mortgage brokers...they're our friends!  We'll connect you with the professional resources you need so that you can navigate forward with confidence.
• We subscribe to a disciplined, yet flexible investment approach that focuses on reaching your long-term objectives.
• We offer the personal attention of an independent firm backed by the strength and resources of one of the leading developers of asset class portfolios, portfolio managers and institutional custodians.
• We believe in a holistic approach to financial planning, working with you to develop a plan that reflects where you are and where you want to go in life, as well as the values you want to communicate to future generations.
• We collaborate with other professional advisers (accountants, attorneys, etc.) on behalf of our clients.
• Our team is committed to service excellence and the highest standards of professionalism.
• We take pride in our transparency; our compensation structure is openly disclosed.
• We operate under the highest standard of care called the fiduciary standard.

Learn more about our process...