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Our Mission

Our mission is to guide you in making the difficult and numerous decisions to pursue your financial independence, investment approach, and legacy sustainability. We look at all aspects of your life to create an ongoing financial plan that fits your goals, values, and resources, as well as maximizes your opportunities. We commit to always doing our best on your behalf. 

We believe in a disciplined investment approach based on long-term strategic asset allocation. We are not market timers. We will direct you to the best and widest range of investments that fit our investment philosophy at the best possible cost. We have regular meetings to keep you and your plan up to date. At minimum each year but a lot of our clients prefer to meet more often. We keep all of your information confidential, safe, and secure. We only share information as needed with your attorneys, accountants, and other professionals with which you may be working.

What to Expect From Us

  • Helpful advice and world-class service
  • A desire to cultivate a personal relationship with you
  • Always put our clients best interests first
  • A commitment to truly understand your needs

What We Expect From You

  • Mutual commitment to devote time and energy into your plan
  • A desire to participate in the financial planning process
  • Open communication, which we’ll always reciprocate
  • Timely responses to emails & calls in order to best serve you

Sound Like the Kind of Personal Support You’d Like?

See What We Offer

Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns.