Proudly Celebrating 40 Years of Helping Families, Individuals and Businesses Achieve Their Financial Goals.

WHEN YOU DO BETTER, WE DO BETTER

Because our wealth management fees are directly linked to the performance of your portfolio, the better you do, the better we do. The opposite of that result is also true. This approach puts us on the same side of the table as our clients.

GLOBAL APPROACH TO PLANNING

One of the things that sets us apart from our peers is our ability to take a global vs. transactional approach to planning for our clients. We have decades of experience and the necessary education to discuss all relevant areas of your planning needs. The global purview allows us to understand the importance of knowing the impact that a particular decision or transaction may have on the client's overall situation and well-being.

PERSONALLY DESIGNED PORTFOLIOS

We do not use so called "cookie cutter" portfolios. Our clients receive personally designed portfolios that are based upon many factors, including their short and long-term goals, risk-return temperament, tax status, age, investment experience and the stage of their life cycle.

WE ARE A FIDUCIARY

Unlike most financial advisors, as an independent advisor and, as a Registered Investment Advisor (RIA) we are a fiduciary. This means that we are ethically and legally obligated to always act in the best interests of our clients.

ACTIVELY MANAGED PORTFOLIOS

Via our proprietary investment strategies, our portfolios are designed and structured to provide the potential for reasonable returns while simultaneously providing for an objectively determined bailout point when the markets plummet. This feature provides downside protection from catastrophic loss such as those that occurred in 2008 - 2009.

Ask our team a question or schedule a consultation here!

TAX EXIT STRATEGIES

When applicable, we provide our clients with tax exit strategies designed to assist them in making decisions about when and how they should take distributions from their retirement plans and IRAs. By definition, this analysis would look at the pros and cons of programmed Roth conversions, as well as estate and legacy planning consideration.

This service is provided to applicable clients at no additional cost.