Working together to build your plan and manage your investments

We put immense emphasis on upfront planning, tailoring a financial plan and investment portfolio designed to fit you, measuring the progress, and managing everything thoroughly. All so you can enjoy the confidence of knowing that every detail is fully addressed.

Wealth management

During our initial conversations with you, we are not talking financial strategies at all, but instead listening to what's important in your life – and what you want to accomplish – before we even look at your investments. It could be several meetings before we create a plan and introduce our investment recommendations.

Investment management

Once we build out a portfolio tailored to you based on what we’ve learned, we measure its success by how you are progressing toward your goals rather than against an arbitrary benchmark such as the S&P 500 stock index. We believe, that by looking at the big picture and focusing on the long term, the daily fluctuations of the market become less important. Staying on track, and staying the course, becomes the goal.

We also believe that knowledge builds confidence. It’s why we walk you through not only what we’re doing, but how and why we’re doing it. We teach and coach you on what to expect, how markets operate, how risk operates, and how you are most likely to reach your goals.

We monitor the progress of your plan over time, proactively recommending and making adjustments as changes in the economic environment and in your personal life dictate. While we will tailor our meeting locations and communication schedule to what is most convenient to you, you should also know you can get in touch with us with any questions at any time.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. The S&P 500 is an unmanaged index of 500 widely held stocks. It is not possible to invest directly in an index Past performance may not be indicative of future results.

Family office services

Much like a family office, we centralize the management of your family wealth, serving as the financial coordinator in collaboration with your tax and legal professionals, overseeing essential matters such as mitigating taxes, building an estate plan and fulfilling philanthropic initiatives. We make ourselves available for any financially related questions as well, such as purchasing a vacation home, buying or leasing a vehicle, and the like. We also recognize that preparing your heirs for the eventual transfer of wealth requires them to be responsible stewards of wealth, so we engage your adult children and help instill the importance of building good financial habits.