We are an independent, fee-only, registered investment advisory firm. What this means is that we always put your interests first, because we are not bound by quotas or forced to sell specific products. As a result, we possess the flexibility to invest in a variety of investment options including multiple fund families, some of which are closed or institutional funds unavailable to the average individual without incurring additional sales charges.
We go beyond money management and assist you with crafting every facet of your financial strategy, such as working with your CPA on tax strategies, consulting your estate attorney regarding financial legacy, or cooperating with business valuation experts to develop viable exit plans from your business.
Our typical client connection is relational and long-term. As a result, we have had the good fortune of working with multiple generations within the same family. Over the years our clients have come to rely on us for more than just investment management and financial guidance. Through sharing their particular life goals and experiences, they look to us as a resource and their advocate. Life happens, and when it does we are there for you.