Focus and commitment
As a team wholly committed to our clients’ well-being, we offer highly personal financial guidance backed by sharp financial acumen.
We believe that good financial advice relies on knowing our clients’ goals, circumstances and values. So, we take the time to build personal connections and to learn about their stakeholders, whether that’s their families or their organizations’ boards of directors.
We also believe long-term planning and attention to detail are difference makers, that taking a second look, mastering a new method or exploring different approaches is always time well-invested. So, members of our team have pursued additional professional training certificates, representing their dedication to the profession. Two have earned the prestigious Certified Financial Planner™ certification. One is a Certified Investment Management Analyst® professional – a program focused on technical investment portfolio construction – and has earned the Accredited Asset Management SpecialistSM designation by demonstrating advanced investment knowledge.
That is to say, we believe your financial plan should reflect the uniqueness of your experience and be managed with uncommon care and attention.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
AAMS® and Accredited Asset Management SpecialistSM are registered service marks of the College for Financial Planning.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.