$260MM AUM | $3.2MM Rev in
Goals: To manage and preserve wealth utilizing advanced strategies; consistently striving to exceed your expectations, allowing you to focus on what matters most in your life.
We help clients keep more of the money they earn by helping them run their finances like a business does. We coach them on how to track their expenses and maintain a discipline to their budget so that they aren’t left wondering where their money went at the end of the year when the tax man cometh. This can sometimes be accomplished without clients reducing their standard of living or noticing a shift in their way of life. Just by taking a disciplined approach at analyzing their costs with a fine-toothed comb we can ensure they aren’t overpaying for everyday goods and services.
We seek to purchase or merge / partner with IARs and RIAs who think along similar lines as we do regarding fiduciary responsibility and asset allocation.