About Us

Why Work with Us?

Independence

As a fully independent wealth management firm, we offer you objective, unbiased advice. Our allegiance is only to our clients.

Fee-Based

Our firm is compensated from fees paid by our clients, typically as a percentage of assets under management. We avoid conflicts by not accepting commissions or compensation from other sources.

Fiduciary Standard

As a Registered Investment Advisor, we are legally obligated to preserve confidentiality, trust, loyalty, and obedience to our clients. We provide full disclosure of all policies and fees prior to engagement and throughout our relationship with you.

Holistic Planning

Investments are just one component of your wealth management strategy. Using our proprietary research methodology, we address other aspects of your financial life and carefully weigh them against risk and tax implications.

High-Touch Proactive Service

Our boutique size allows us to get to know you more intimately and respond quickly to issues and opportunities as they arise

Dedication to Technology

We continue to invest in the latest technology to ensure that we are operating more efficiently on your behalf. With our dedicated online portal, you always have a current and complete picture of your finances.

Safeguarded Assets

All of your assets are held by a third-party institutional custodian and always remain accessible and under your control via their online client portal.