Fee-Only Wealth Management

Comprehensive and built for you.

Financial Planning

Our dynamic approach is unusual, comprehensive and built for you.

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Investment Management

A distinctive approach, backed by our exceptional qualifications.

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Estate Planning

We weave expert estate consulting directly into your unique plan.

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Tax Advise

We incorporate tax planning to maximize our clients' wealth.

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Our Process

Discovery

Our client relationships begin with gathering your information and determining your goals and expectations. We make sure that we’re crystal clear about what you want to achieve before providing any advice.

Advise

Having thoroughly analyzed your situation, your goals, your timeframe, your risk tolerance and other factors, our team develops clear, straightforward recommendations.

Implementation

Finally, we agree on who will monitor progress toward your goals. If we handle that responsibility, we will periodically review the situation with you and adjust recommendations as needed.

Evaluate

We don’t just give our clients plans and then move on to new business. We actively monitor your progress, make course corrections and, if your goals change, adjust for a new destination. Our job isn’t complete until your goals are reality.

FAQ

  • What separates us from other financial advisors?

    As a registered investment adviser we are a fiduciary, required by law to always place our clients’ interest before our own. We are not affiliated with any broker-dealer or investment product; therefore we can offer independent advice free from conflict. Unlike some representatives of large brokerage firms we have no incentive to recommend any certain investment or investment product because we do not earn commissions based upon sales. We are a fee-only adviser. We are compensated based upon a percentage of the value of the assets you request us to manage. This compensation arrangement fosters the best incentive to grow and protect your assets because your success is then our success! We have established and adhere to a Code of Ethics and are proudly committed to this fiduciary duty to always place your interests before our own.
  • What does being a Fiduciary mean?

    A fiduciary is an individual who undertakes to act for and on behalf of another in a particular matter. A fiduciary has to perform his duties with the utmost of trust and honesty. A fiduciary is expected to be loyal to the person to whom he owes the duty (the "principal"). He must not put his personal interests before the principal and must not profit from his position as a fiduciary unless the principal consents.
  • What is a Fee-Only Financial Advisor?

    We are compensated based upon a percentage of the value of the assets you request us to manage. This compensation arrangement fosters the best incentive to grow and protect your assets because your success is then our success! For financial planning services we are compensated on an hourly basis. We are not affiliated with any broker-dealer or investment product; therefore we can offer independent advice free from conflict. Unlike some representatives of large brokerage firms we have no incentive to recommend any certain investment or investment product because we do not earn commissions based upon sales.
  • What is your investment minimum?

    Generally we do not accept accounts less than $100,000.00 but may waive this requirement at our discretion.

Get in Touch

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Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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