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What Sets Us Apart?

Our Philosophy

We begin by listening to you and helping you articulate what you want to accomplish, fix or avoid. After rigorous analysis, we help you understand your options.

  • As your Financial Advocate, we make your financial decision process easier so that you can make informed and confident decisions to help achieve the results you want.
  • As a fiduciary, we are held to a higher standard and are obligated to act in your best interest at all times.

We are passionate about helping you to implement even the smallest details of your plan and monitoring your progress.

  • We pay attention to the details so you don't have to. You can rest assured that your decisions are carried out and monitored.
  • We are able to spend more time with our clients because we are selective, focusing not on the quantity of our client relationships, but on the quality.
  • Our goal is for you to be highly satisfied. We will periodically ask you for feedback as to what you want us to start doing, stop doing or keep doing.

We proactively recommend new ideas and opportunities so that your plan keeps pace with you.

  • We manage assets for individuals and families with the discipline of an institutional approach to management and risk.
  • We are fee-based, which means that our interests are aligned with yours. We succeed when you succeed.

GIPS® and Global Investment Performance Standards® are registered trademarks owned by CFA Institute.