What we do:

1. Discover

• Invest time to learn, listen, prompt and understand your personal story.

• Detailed in-depth, knowledge-based, personalized financial planning that will identify opportunities in your finances to reduce costs, provide peace of mind and identify your personal goals. (What is important in your life?)

• Comprehensive development of your personal strategy regarding financial and estate planning. (Total Wealth Management)

• Analysis of your current investments, costs, asset allocation, geographical and sector representation and opportunities for a lower risk alternative. (Risk Management)

• We have access to industry leading institutional pension-style portfolio managers who are compensated on performance, work for independent (non-bank owned) firms and are employee-owned to further align your interests. (Independence)

• We offer discretionary wealth management to free up your time so you can focus on your family and passions in life. Our passion is finance, investments and navigating the world markets to provide the best opportunity for you to make money. (Convenience)

 

2. Propose

• Your personalized financial plan

• Your personalized investment strategy

• Review of our services that benefit you

• Your onboarding plan, timeline and service team

• Transparent review of your costs

• Lifestyle planning to help you through all milestones and life events

 

3. Implement and Monitor

• Reaffirm your unique wishes and individual circumstance

• Phase-in your investment strategy

• Transfer-in and consolidate your assets

• Monitor and track your progress against your goals

• Feedback and measuring shows clear breakdown of investment fees and your actual rate of return

• Access to industry leading innovative technology to ensure you are informed and kept up-to-date

• Adjust your strategy when circumstances change

• Help you navigate the risks and opportunities in your life

• Family office approach with town hall meetings with your team of professional advisors

• We make your life easier. We quarterback your financial relationships ensuring insurance, estate plans, philanthropic wishes, investments, tax and cash flow considerations are all addressed within one, comprehensive plan.

 

World Class Resources with a personal touch

1. Full service, more than investments, period.

2. Personalized service combined with access to innovative technology to ensure we set the standard in the industry, period.

3. Proven track record, with four dedicated advisors from four different decades serving your financial needs. Value and experience for your fee that is second to none.

4. Experienced team of associates and administrators to ensure conscientious client service.

 

To our current clients: Thank you for your continued support, trust, loyalty and friendship.

To our future clients: Please provide us the opportunity to listen to your unique story and allow our expertise to assist in making your dreams become a reality. Contact us today.