WHO WE WORK WITH
Our clients are individuals as opposed to institutions. Along those lines, we understand and respect that every client situation is unique in terms of priorities, goals, asset levels, income structure, tax considerations, and non-financial dynamics. By asking the right questions, being thorough, and learning what matters most to our clients, we are able to provide objective advice and customized solutions designed to best fit their needs.
RELATIONSHIPS ABOVE ALL ELSE
Our work is about more than designing portfolios, plans, and strategies. It’s about the relationships we have with our clients. Our clients are placing their trust in us to help them achieve the dreams they have for themselves and for the people they care about. We never lose sight of how powerful that is. Along those lines, the genuine caring we have for our clients and their financial success is something you’ll feel from the first moment you speak to us.
FOCUS ON NET INVESTMENT RETURNS
Simply stated, our aim is to maximize the net investment returns our clients achieve. This is accomplished by evaluating performance on an after-tax basis, actively employing tax optimization strategies (e.g. tax loss harvesting, asset location, etc.), and carefully considering the costs associated with each investment holding.
INDEPENDENT BY DESIGN
We are an independent, privately held firm. This structure allows us to avoid proprietary conflicts, allocate our firm’s resources where they’re needed, and ultimately deliver the scope and level of service we feel our clients deserve.