We take a more human approach to Wealth Management. Our team has provided comprehensive financial planning and investment support to business owners and families for over two decades. We don’t believe in off-the-shelf solutions. Our flexible thinking and integrated capabilities are key to delivering financial and emotional well-being in the near term, long term, and in any market situation.
Our process combines personal budgeting and money management, insurance, tax accounting, retirement savings, and estate planning into a single, comprehensive, and flexible plan. We coordinate each and all of these pillars so all it takes is one phone call for your full financial portfolio to react to change. The result is a whole new level of control, coordination, and simplicity.
We work with clients through a flat fee arrangement, removing any compensation bias from the discussion. We do not care HOW a client achieves their goals (securities, real estate, business equity), we care THAT they achieve their goals. We do not let AUM fees or commissions get in the way of our relationships with our clients.
We seek to grow this model with like-minded advisors and planners whose current platform does not allow them to be true unbiased, client-centric planners. Please reach out if you want to discuss how we may work together.