An introduction to OUR FIRM

We consider ourselves to be great listeners and creative thinkers who are impassioned to tackle even the most complex financial matter or situation that our clients present to us. Being an independent firm empowers us to remain objective for our clients, free of corporate interference and proprietary restraints.

Our Core Beliefs

Asset Location versus Asset Allocation Estate planning is the foundation for building, preserving and transferring wealth. The type of entity which owns the investment can be as important as the investment itself.

Passive in Public Markets History shows that the top performing managers are the indices themselves. For efficient asset classes like equities, we prefer low cost, tax efficient index strategies.

Active in Private Markets Opportunities exist for above market returns in niche strategies where managers have a deep knowledge of a particular business or market segment.

Technology is dramatically changing the wealth management industry. These enhancements can enrich the client experience by bringing more transparency, cohesiveness and convenience to your financial picture.

Investor Behavior is a key driver of investment returns.

Taxes Matter It's not what you earn, it's what you keep.

Fees Matter There are many factors you cannot control when making investments; fees are one that you can.

Service Matters We take pride in the professional quality of our work and provide client services that are proactive, thoughtful and customized.

The real key to making money in stocks is to not get scared of them.

Peter Lynch
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