Broker Check

Approach

Our Firm Was Started To Take A More Personalized and Direct Approach Relationship With Our Clients

Our clients can contact us at anytime to help solve their problems, We know our clients and their families personally. We believe quality of client relationships and satisfaction outweighs client quantity.  By building deep relationships, we’re able to help you overcome difficulties in your life and feel financially secure in the long run.

Our approach to wealth management is based upon 3 key principles:

1) Maximize Returns: We have a proven track record of outperforming comparable benchmarks, such as the S&P 500 (for aggressive investors). 

2) Minimize Expenses: As a tax specialist, we understand how important it is to plan and manage taxes. For high income clients (individuals earning over $400k annually), taxes are their biggest expense. We have worked with many high income individuals with strategies to significantly reduce their taxes.  Additionally, we avoid investments such as mutual funds and annuities whose fees and commissions reduce potential returns. 

3) Unbiased Guidance: We are an independent fee-only firm, so our interest is generating returns to grow your assets. Unlike broker dealer/wirehouses like Morgan Stanley, Merrill Lynch, and Wells Fargo we are not influenced by shareholder agendas tp push products or services detrimental to out clients interests. 

As you experience life's challenges such divorce, preparing your estate, and more we’ll be there for you.

Here's What You Can Expect:

Here's What You Can Expect:

Step 1: Discovery
Through 1-2 initial meetings we will interview you to gain an understanding of your unique situation and goals. We define your needs, goals and risk tolerance and ability, tax situation, and personal circumstances to develop a personalized comprehensive plan. 

Step 2: Proposal
Create a Plan (Investment Policy Statement) tailored to achieve your objectives within your risk tolerance. Whether your goal is growth, income or capital preservation, we leverage our strong understanding of global investment opportunities and macroeconomic conditions to provide an asset allocation plan that balances your risk tolerance with desired outcome. This will be a living document that changes based on your lifestyle and goals.

Step 3: Implementation
We will open accounts for you at our preferred custodian Schwab and invest your assets according to your agreed upon Investment Policy Statement, ensuring that you’re on track to meet your goals.

Step 4: Monitor and Manage

We will constantly monitor economic state and capital market
expectations to refine the tactical asset allocation as appropriate. We proactively communicate our insights on a regular basis and communicate account results on a quarterly or semi annual basis. We will proactively initiate any changes to help you achieve your financial goals. 



Ready To Get Started?

For those seeking dependable guidance and partnership, we’re here for you.

Discover How We Help

Work With Us

Thank you!
Oops!