Objective & Comprehensive Advice

​

As a fiduciary we are legally required to act in our clients' best interest. We believe this, along with our fee-only compensation and independence, will provide you with the confidence that our advice is objective.

​

Our portfolio management and wealth financial planning are not a guessing game but are a carefully thought out selection and process designed to meet your financial goals and objectives. Our goal is to provide you with an integrated financial plan that includes the major aspects of your financial life based on your values. Your total assets, liabilities, cash flow, and taxable income are reviewed to develop a customized financial plan aligned with your specific goals, circumstances, and risk profile. Given our comprehensive approach, our services are generally best suited for those with close to or greater than $500,000 in investable assets with fees of 0.6%-1.0% based on total assets under management (AUM). Our full fee disclosure is found in our client agreement.

Wholistic Financial Planning & Wealth Management

​

A financial plan is a means to maximize the use of the financial resources available to you to achieve your life goals. We believe to be truly effective, a financial plan should start with your life goals and reflect your values – the things that are most important to you. Once you know where you are going, we can help you integrate the financial aspects of your life with those goals and values so that you have a clear plan to make those goals not just a dream, but a reality. Investments are only one component of your overall financial plan. Comprehensive Financial Planning and Wealth Management involves looking at every part of your financial life, and only after analyzing all of these moving parts can we develop and execute an intelligent plan designed to meet your goals.​

Long-Term Partnership

​

We look to foster a long-term partnership with you to better understand your unique goals. As circumstances change in your life – family, health, finances, markets, legislation, and goals – the financial plan needs to change too. Beyond responding to changes, we think a plan should be reviewed regularly to monitor progress toward your goals. You have reached a point that you expect your wealth to work for you, not the other way around. Our goal is to assure your complete wealth portfolio is functioning for you all the time in collaboration with your outside resources (including tax, accounting, and insurance professionals). Our Financial Planning and Wealth Management services are an ongoing and dynamic process, which means we will meet periodically each year, depending on preference and need.