Our Philosophy

  • We take the time to get to know you and your family. We care as much about you as your investments and aim to surprise and delight you on a personal level.
  • You wouldn’t hire a surgeon who has a great bedside manner but lacks the training and experience to do the job. Wealth management is no different. You’ll see letters after our names like CFP® ChFC®, and CFA®. We have deliberately chosen to invest the time and effort to earn those and other credentials, aiming to excel in our field and be worthy of your trust.
  • We explain things in terms you understand—no jargon.
  • We proactively communicate with our clients and identify and address important financial issues, so things don’t get missed. This provides a welcome financial confidence.
  • We simplify your financial life by helping you organize and keep your financial, tax, and estate planning/legal documents up to date with current changes in the law (bringing in outside specialists whom we have vetted when necessary).
  • We monitor changes in the markets and your personal circumstances to determine whether your portfolio needs to be adjusted.
  • We provide “red-carpet,” Ritz-Carlton service with a FedEx level of efficiency.