PERSONAL. WEALTH MANAGEMENT
PERSONAL
To us you're not an account, you're a person
Working with us will likely be different than with other firms because to us, you’re not an account, you’re a person.
For this reason, we’ll first get to know you and those closest to you. We’ll make certain we understand your plans, your goals, even your concerns. Because for us, personal wealth management is about you, and everything we do is based on your plans and needs.
Your dreams. Your future. Your hopes. And as you encounter different milestones and challenges? We'll be there, helping you reach the life you want.
committed
You deserve someone who is committed to your success
We are committed to doing what is best for you and do what is in your best interest and not ours.
Many firms receive commissions and place product sales above their commitment to their clients. We don't. As "fiduciaries" we are legally and ethically bound to act in your best interest. Always.
Consequently, we will tailor our recommendations to your personal situation, wherever you are on your financial journey. Our commitment is to help you plan for those events you expect and overcome those you don't.
comprehensive
Your entire wealth must be brought into a single plan
While others only look at your investments, we bring your entire wealth into a unified, personally designed plan to meet your life goals.
More than just your investments, a comprehensive plan begins with a clear picture of where you want your life to go and brings each piece of your wealth - your investments, retirement accounts, real estate, business, stock options - as well as your income, pensions, and Social Security, into a single unified strategy to help you achieve your financial and life goals.
This gives you confidence in your future and allows you to focus on what is important to you today.
customized
Your dreams and goals are uniquely your own
Unlike other firms and robo-advisors, our services have one primary purpose: to help you reach your financial goals
You and your family have your own goals and priorities. To meet these, you need a custom-built plan that addresses every part of your financial life including estate planning, income taxes, asset protection, charitable planning, and investment management.
We tailor our services to your life. Whether you are planning for the arrival of your first child, considering a new job, starting a business, or close to retirement, we can lay out a path that leads to your success.
iNDEPENDENT
Free of any conflicts of interest
You need personalized, unbiased advice and access to all types of investment products that can meet your needs
Most financial offices are owned by national firms, insurance companies, or even banks. In these, advisors may only be allowed to recommend a limited number of investment products, even if they are not best for you.
We are independent. This means that we aren't limited to proprietary investment products. In fact, we don't even have them. Instead, we can build your customized portfolio from thousands of investment options. This puts your interests and goals first. Where they belong.
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