Serving You

Whether you are focused on having sufficient assets for your lifetime, passing wealth on to future generations or supporting a favorite charity, we can guide you.

PLANNING FOR YOUR FUTURE

Our planning process illuminates your goals and provides you with strategies and action steps to achieve those goals. Based on your priorities, we may address wealth accumulation, retirement planning, education funding, charitable giving, tax-saving opportunities and coordinating multi-generational wealth transfer plans.

We employ advanced planning software that helps you get organized financially, assess your spending and saving, and gain a clear picture of your wealth. Our planning experts evaluate your information to identify opportunities and collaborate with you to create a customized strategy.

We work with you to implement the strategy and stay with you every step of the way. Once a base plan is established, it is easily updated to reflect changes in your circumstances.
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INVESTING FOR YOUR FUTURE

While planning reveals and quantifies your goals, investment management is the primary means to achieving them. Together, we write an investment policy which provides a roadmap with clear investment parameters. We invest your portfolio on a discretionary basis in a mix of assets that balances your need for safety and desire for growth. We use a combination of quality funds to effectively implement the allocation. Funds are selected based on performance, cost, tax-efficiency and manager experience. You benefit from our access to Dimensional Fund Advisors and other fund companies that are only available through a limited number of advisors.

Your investments will be maintained in your name at an independent custodian, such as Charles Schwab or Fidelity. We invest and regularly monitor your portfolio, making adjustments when appropriate.
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