What We Do

We manage and coordinate financial affairs for families and business owners.  We aspire to build a long-term partnership with you by making it easier for you to access complete financial solutions from one source in the way you choose.  We create plans to increase the certainty of attaining your goals and monitor the progress with regular reviews.

 

What Makes Us Different

  • We conduct ourselves honestly and with integrity
  • We are personally committed to your family’s long-term financial success
  • We set reasonable expectations for returns based on long-term market history
  • We provide independent financial and investment advice
  • We evaluate our progress based on your definition of success, not ours
  • We do not spend time advertising; we spend all our time advising our clients
  • We educate our clients

 

How We Manage

  • We help you clarify your goals and assess your current situation
  • We create a financial plan in partnership with your tax and legal advisors
  • We report progress towards your goals with regular portfolio reviews
  • We monitor your financial plan and adjust it to meet your needs through every stage in your life, both planned or unforeseen