Tailored, Objective, Relationship-based Approach
In today’s technology-driven world, you have unlimited investment information and choices at your fingertips. It can be challenging to make sense of the competing – and often conflicting – options. That’s why, when it comes to managing your finances, it’s important to partner with a trusted, experienced advisor who values relationships and face-to-face communication.
When you partner with us, you can be sure we’ll get to know you, your financial situation and life goals, so we can tailor and implement a well-informed, thoughtful plan.
Guided by a strong commitment to help you reach your aspirations, we draw from valuable expertise and specialized training to provide objective, intelligent advice.
We value our client relationships. We invest time and energy getting to know you before we recommend a plan to invest your money. Your financial situation, goals, fears and dreams are unique, and we’re here to listen and understand where you are and where you want to go.
Only after we’ve established mutual trust and clear communication, do we recommend a customized plan to help you get there. We carefully design and implement a plan to protect, grow and distribute your assets. You can trust we’ll walk along side you every step of the way, monitoring your assets through life transitions, market cycles, and both planned and unexpected events. As your trusted advisor and confidant, we’ll always listen first and respond second.
We Make Thoughtful Decisions
We make thoughtful, informed investment decisions for our clients. You can be confident that the investments in your portfolio have been thoroughly scrutinized and are continuously monitored to make sure you’re on track to achieve your goals. Hot trends, egos or commissions do not drive us. We’re not sales people pushing a product. That means you can trust your interests and goals are our sole incentive. As a fee-only firm, our clients buy and benefit from our knowledge and experience.
We do not:
- Sell products
- Work on commission
- Offer unbiased advice
- Sit on the same side of the table as our clients
We Maintain an Open Door Policy
We believe an educated investor is a confident investor. So, to ensure your peace of mind, we maintain a strict open door policy. You deserve to understand our recommendations for your investment portfolio, how your money is invested, and to trust your questions and concerns will always be answered. That’s why we welcome and encourage ongoing dialogue.
Investment markets naturally ebb and flow, and we want the ride to be as smooth as possible by ensuring your assets are invested in a way that aligns with your goals and by being personally available to you.