OUR CORE VALUES
Service First
As fiduciaries, we always put your interests first. This ensures that we bring honesty and integrity to the table and enables us to provide clarity across all levels of financial planning and in the investment decision-making process.
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Thorough Assessments
We understand that our success is fueled by the trust and confidence you have in us. It is for that reason that we are motivated to always strive for excellence in serving your unique needs and objectives.
Empowering You
Combined with our client-centric focus, our close-knit family atmosphere encourages a deep appreciation for what is important in life and a unified sense of purpose, which results in outstanding outcomes for you and your family.
HOW ARE WE DIFFERENT?
What You Can Expect
FIDUCIARIES
Our advice is in your best interests 100% of the time.
FEE-ONLY
We never receive commissions of any kind and are only compensated based on our agreed-upon fee.
INDEPENDENT
We are not bound to any outside firms and are not incentivized to recommend any investment products to you. We do this so we can more easily adapt to the latest opportunities to better serve you.
OUR INVESTMENT PHILOSOPHY
ASSET ALLOCATION & DIVERSIFICATION
Based on our independent research and the client's risk tolerance, we help diversify assets and set allocations. We utilize low-cost, high-quality investments to diligently build and monitor portfolios so our clients can focus on what matters most to them.
ACTIVE PORTFOLIO DESIGN & MANAGEMENT
With four decades of experience, we adhere to proven strategies that have guided us through various market conditions. Using history as our compass, we have successfully navigated the ups and downs to help our clients consistently achieve their financial goals.
TAX SENSITIVITY
Fundamental to every investment decision is the tax efficiency of our clients' holdings and accounts. With each client, we seek to maximize tax advantages and minimize their tax liability.
RISK CONTROL
Our goal is to achieve superior performance with commensurate risk. We look for undervalued investments while upholding a safety-first philosophy. Our process is clearly defined and transparent, so our clients know exactly how their money is invested.
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