Our Team Approach

We start by listening. Before any advice is given, it is essential that we understand what is important to you. Together, we review your objectives, risk tolerance and time horizon. Once we understand your “complete picture” we can effectively implement your investment strategy to work toward accomplishing your goals.

We have developed strategic alliances with key professionals to coordinate financial, tax, legal and personal issues to provide a comprehensive and integrated plan that is appropriate to your unique circumstances. We believe that the synergy created by professionals working together makes our team approach more efficient than working with any one of us individually.

Unlike many brokers, we are an independent fee-only Registered Investment Advisor firm with no proprietary investment products to push.  Our approach is different.

  • We have found that the out-of-date commission system is an obstacle to conscientious advisors because it stresses transaction, which may not always be in your best interest.
  • Our fees vary depending on portfolio size.
  • Because the better your account does the better we do, our interests are aligned with yours.  We focus on your financial objectives and your future.

The result? You gain the financial clarity to make informed decisions and manage your wealth more effectively.

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