Making a commitment to a trusted advisor to manage your financial life is a decision that should not be taken lightly. We value your confidence and pledge to work for you so that you can live your life on your terms, according to your plan.
As an independent, registered investment advisor, we provide financial planning and investment advisory services that are specifically tailored for you. Because we are independent, we are free to seek out the most appropriate mix of investments for you. No two investors are alike. That is why we don’t rely on pre-packaged portfolios when making recommendations. We study the markets and acquire the right assets for your situation.
We are independent advisors, not brokers; as a result, we do not attempt to sell products to you. There are no hidden fees. For Financial Planning, we charge a flat fee, which will be quoted to you in advance and includes all aspects of the plan from information gathering to preparation to delivery. If you choose to have us manage assets for you, we simply charge a fee based on a percentage of assets under management. In many cases the fees are lower than what our clients have paid elsewhere. Our fee structure is intended to encourage open door communication with our clients. Whenever you have a financial question, you can call us with no additional charge, to get the answers you need.
We receive no commissions, incentives, or other forms of compensation from third parties. As a result, our recommendations are focused upon meeting your goals. We take our fiduciary role seriously and draw upon thousands of cost-efficient investment opportunities and tailor them to your goals. Our strong belief is that the fee only structure is simply the right thing to do. This focus keeps more money working in your portfolio.
You are never just another account number to us. Our wealth management advisers know your name, understand your unique goals, and are dedicated to your long-term success. We keep in touch with you regularly, unlike too many others who call only when they have a product or service to sell you. In an era where “customer service” is becoming an antiquated notion, we make a point of building a one-on-one relationship. All our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our goal is to have at least two advisors who know your unique circumstances. When you have questions or unexpected situations arise, one of us will be available to help you. We focus our efforts on a limited number of clients to provide a level of service you can rely on. For further details please refer to our disclosure brochure, which is available upon request, or call us to schedule a complimentary introductory meeting.
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