Open Architecture
We seek the best solutions for each client, objectively evaluating the most viable investment choices. Our clients’ portfolios are customized to fit their personal objectives and needs.
Independent Boutique
We are an independent firm and we enjoy servicing our clients on a personalized, one-on-one basis. This allows us to get to know our clients in-depth, and we have developed many long-standing client relationships. We are not encumbered by or tied to a traditional Wall Street or insurance company. These types of companies may offer limited solutions, or may be in conflict with our clients’ best interest. We have neither soft dollar relations nor in-house products with money managers that might influence us. Our interests are aligned with those of our clients. In addition, the fact that we do not act as custodian for any client assets allows us to remain independent and offer you unbiased solutions; we see our role as stewards of wealth rather than as sales people.
Privacy
We respect your right to privacy. Many of our clients have friends and additional family members that are also our clients. We take the greatest care in not allowing these lines to get crossed.
Professional Development
You can be confident that we are always seeking to improve our knowledge in this industry. Our process is transparent – no hidden fees, no hidden relationships, no corporate biases. We have distinguished ourselves by providing exemplary levels of personalized service.
Comprehensive Services
We provide an array of financial services throughout all the various financial changes in your life, such as a new job or new addition to your family. We strategically align with specialists in our industry to work as a team to determine your goals and establish a plan.
