We care about your and your family by:

• Always putting your best interest first. This is our fiduciary duty and one of our core values.
• Asking questions to help you identify and articulate your needs and goals.     
• Working to alleviate those worries that keep you awake at night.
• Providing full transparency about fees.
• Customizing services to your needs and goals.
• Offering, at a minimum, annual meetings to ensure your needs are being met and you are educated about your portfolio.
• Acting as a sounding board for ideas being considered by you, or those important to you. 
• Being here to provide guidance during economic expansions, recessions, and challenging periods in the stock market.
• Keeping you apprised of financial topics.
• Providing the necessary services that allow you to grow, maintain, and bestow your wealth to the next generation.
• Responding to voicemails within 24 hours.

We develop a Custom Financial Plan for you. With your plan, we:

• Clarify your current financial situation.
• Help you rank your financial priorities and goals.
• Make specific recommendations to help you achieve your lifestyle aspirations.
• Help you make critical financial-related decisions.
• Monitor changes in your life and adjust your plan accordingly.

Our Wealth Management Services include:

• Staying up to date on tax changes and minimization strategies..
• Working with your tax and legal advisors to coordinate your complete financial picture.
• Assisting with the development of your will, estate, retirement, and business succession plans.
• Provide advice about any existing life insurance policies.
• Assisting with charitable giving. This can include developing a personal foundation and/or providing expertise on the best methods to fund the causes you are passionate about..
• Keeping you informed about the processes and financial topics relevant to your situation.
• Educating your children and grandchildren about investments and financial concepts
• Planning for the efficient transfer of your wealth to the next generation.
• Providing referrals to, and liaising with, other professionals such as accountants, actuaries, lawyers, tax specialists, executors, and a power of attorney.

Our Investment Management Services include:

• Preparing an Investment Policy Statement, which details our strategies to meet your goals and priorities..    
• Achieving or exceeding targeted returns by positioning and managing investments strategically and tactfully.
• Holding securities in appropriate accounts to take advantage of tax rules.
• Diversifying your investments to reduce risk and enhance returns.
• Consistent reviewing and re-balancing of your portfolio.
• Recommending and completing appropriate tax-loss selling to reduce your taxes