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

We are fiduciaries to one constituency: Our clients. Our clients are our most valuable asset.

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.

Portfolios should have exposure to both public and private markets. We believe investment portfolios should not be 100% path dependent on equity prices moving higher and interest rates moving lower to generate returns.

You can’t manage what you can’t measure. Technology is dramatically changing the wealth management industry, allowing for aggregated and automated full balance sheet reporting.

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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