About Us

Our communication approach is open, direct, and accessible. No matter where you live or travel, you can reach us through a variety of ways.

Our guiding principle is to advise with integrity. As your financial advocate, we will keep you updated on economic and market conditions. We will then manage your investments accordingly treating you as we would our own family.

As a fee-based advisory firm our fee structure is simple and transparent with no hidden costs. We do not impose sales charges, nor do we receive commissions as part of our client account management. This allows us to remain flexible in our investment choices with access to investments that may be unavailable to individual investors. We receive a percentage of the average balance of your assets under our management — meaning we are literally vested in your success.

As a registered investment advisor, it is our fiduciary duty to act in your best interest – we are legally bound to put your best interest first. Thus, our standard of care differs from other financial professionals (i.e. stockbrokers, registered representatives, and insurance agents). We are accountable to you and take our responsibility seriously. It is our passion to see you succeed.