We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

As independent professional advisors, we can offer you a personalized financial strategy. Your individual portfolio will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Our approach is designed to preserve client assets and manage wealth by providing personalized service and expertise. We will assist you in developing financial decisions that make sense for your financial situation, preference and goals. This process includes:

  • An initial meeting to gather relevant information pertaining to your objectives.
  • Based on information you provide, we determine your risk profile and reaffirm your objectives.
  • We present you with our investment plan recommendations along with an explanation of alternative plan options.
  • Our group coordinates the implementation of a recommended plan with the appropriate fund advisors and money managers.
  • We schedule quarterly or annually portfolio performance reviews to re-evaluate plan objectives or to rebalance your portfolio, when necessary.