We believe that individual investors deserve the same caliber of financial strategies that corporations, foundations and large institutions employ. With our extensive experience in investment management as well as financial and estate planning, we have the expertise to offer institutional-quality investment opportunities to our clients.
Equally important is our belief that the relationships between financial advisors and their clients should embrace mutually held values like integrity, trust and philanthropy. As independent advisors, we offer recommendations that are guided by each client’s specific goals and personal objectives, not by commissions or sales quotas. This independence fosters a high standard of integrity in every aspect of our business.
Our clients trust us to give them unbiased, professional financial guidance. They know we genuinely care about their well-being, both personal and financial. In turn, that trust allows them to be candid and forthcoming with us about their circumstances, needs and objectives.
We share with our clients a firm belief in the importance of philanthropy and service to others. We help them achieve their philanthropic goals while leveraging their charitable giving through tax reduction strategies.