Our Role as Wealth Manager

As investment vehicles have become increasingly complex and investor needs have expanded, clients have turned from stockbrokers to financial professionals. Individuals who used to pay for financial products and get guidance for free now pay for guidance while still getting best-of-class investment vehicles. Because we believe that the trend toward guidance conforms to our client-first philosophy, we offer ourselves to you as wealth consultants.

Wealth management is about replacing financial tools with the planning process. Instead of picking the hottest stocks, we rely on investment methodology to ensure that our clients' portfolios are aligned with their best interests. Instead of trying to sell a particular life insurance policy, we assess your personal goals and needs before considering what sort of insurance might be appropriate. Instead of turning you away when you ask us to develop a college plan, we embrace you. Wealth management is a process-driven strategy that provides total professional services.

Independence lies at the core of wealth management. With no obligations to sell a particular investment vehicle, we suggest the ones best suited to your individual needs and goals, understanding that there is no one-size-fits-all solution to personal finance. Our services range from coordinating an estate plan to managing risk, from income distribution planning to business succession planning. We have partnered with accountants and attorneys to provide solutions to all of your financial needs, and we promote our clients—rather than specific investment vehicles.

As a process-driven, independent wealth manager, we seek to provide invaluable financial guidance as part of an empowering and educational process. The details of your individual circumstances will determine the degree and sophistication of your plan.

We look forward to earning the opportunity to work with you to achieve your financial goals.