Our Business
We help to design and implement personalized wealth management solutions for affluent clients.
Our Process
We serve our clients with a consultative, team-based approach that examines all aspects of their financial lives. We utilize a five step process that has differentiating factors that make it unique. The most important factor is our client service model.
Our Solutions
Financial Planning, Divorce Financial Analysis, Investments, Insurance, Qualified Plans/IRA, Liabilities, Stock Options, Legacy Planning, Retirement Consulting, Educational Planning , Trusts
Values/Real Value
Values:
When choosing a financial advisor there first needs to be a “meeting of the hearts, before a meeting of the minds.” What that means is that the values you have personally should be shared by your advisor. For our team, we have a client first mentality that permeates every decision we make. Furthermore, we believe in the core values of honesty, integrity and accountability. We understand the magnitude of the decision to work with an advisor and we make a commitment to our clients that we will work tirelessly to help our clients achieve their dreams.
Real Value:
The real value we offer our clients is working as their financial steward. If a client has any concern that involves their finances, they know they have one place to go for guidance. We define our success not in terms of whether investments beat this or that financial market index, but we define our success in terms of how we are helping our clients achieve their goals. What we do for clients each day is help people retire, give guidance on how to save for college expenses, help to protect families in case of untimely death or disability, plan for their legacy and other critically important actions.
