Our Approach

Working primarily with entrepreneurs, financial industry professionals, and C-suite level executives, our clients come to us because we are adept in addressing difficult questions, concerns, and challenges.

Our collective experience, knowledge of the markets, and ability to provide personalized investment guidance continues to be a key reason clients choose us. We are direct, transparent, and succinct with our clients, and they appreciate our collaborative and approachable spirit. The long-term relationships we build are a result of hard work, dedication, and creativity.

We know there’s much more to wealth management than simply creating a portfolio and selecting investments. Clients work with us because our approach goes beyond the single-minded focus of your risk tolerance, which can ignore your specific needs and result in a plan that does not meet all your expectations.

Our in-depth approach is designed to provide you with highly customized strategies that extend far beyond your investment portfolio. This includes:

• Your risk attitude;
• Your decision style;
• Important insights into your financial needs; and
• A personalized wealth management philosophy

We pride ourselves on employing a simple and easy-to-understand fee structure. You have a right to know what you are paying us and how it is computed.

The frequency of our reviews and updates is driven by you and your circumstances. Our clients receive quarterly performance results and can expect an annual review to update their financial overview. Some of our clients want to have a meeting once per year, while others want a much greater level of contact. Either way, we can adapt to your schedule.

Our meetings consist of an overview of your portfolio, asset allocation plan, in-depth performance review and discussion, and our strategic outlook going forward based on current information.

Asset allocation does not ensure a profit or protect against loss.

Our Approach

Meeting with You

Periodic Review