Our Approach
Relationships are the Cornerstone of What We Do
We understand that most financial decisions run deeper and are motivated by more than just numbers. They’re motivated by things like peace of mind. Protection. Comfort. Building a legacy.
That’s why we believe, in order for us to help you adopt a sound, intelligent framework for making financial decisions and staying on track toward your goals, a comprehensive and integrated approach is needed. It’s the framework for our role as your Personal Chief Financial Officer.
Our approach starts with building a relationship. What matters most to you in life? It’s a big question. And it’s one of many questions we’ll ask to better understand you, your goals and your dreams. Why? By understanding your goals, we are better equipped to help you develop a road map to achieving them.
Our integrated approach also means we evaluate and coordinate your financial goals, assets and execute strategies across all your providers. We work to ensure that your plan is properly implemented and regularly monitored. This process gives you a clear understanding of where you currently are financially versus where you are headed.
It is a differentiating, one-size-doesn’t-fit-all mindset.
What sets us apart from other financial advisory firms?
INTEGRATED EXPERTISE
Unlike a broker, insurance agent or any financial specialist, we look out for your complete financial picture. Our Investment Advisory, Family Office and Wealth Transfer Planning teams are led by people who work collectively to deliver integrated support and solutions.
INDEPENDENT AND TRANSPARENT
We believe you want a clear understanding of what you’re paying, including third-party fees, and what you’re getting in return. Being independent means we are not limited by proprietary platforms or investment products that might create conflicts of interest or excessive fees for you.
DISCIPLINED AND FLEXIBLE
Everyone is different, which is why we work together on life’s “what ifs” that reflect your specific goals. Unlike many larger firms, we are agile enough to modify or customize strategies to changing market conditions or situations.
THE RIGHT SIZE
We’re big enough to handle most every complex scenario you may encounter, yet small enough where you don’t become just another faceless client. Our internal expertise is augmented by partnerships with some of the leading financial providers.
Our approach is designed to work in concert with you, not just for you. The result is a process designed to bring organization, accountability, objectivity and collaboration to your financial life.