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Woman advising

What to Expect

We accept clients of various sizes. What is important for us is that there is a mutual professional respect between the client and financial advisor. Our ideal client is someone looking for guidance and who understands we are here to assist them throughout their entire lives. We want to help anyone who is seeking to better their financial life and pursue both short- and long-term goals.

First and foremost, we are your wealth management and investment planning team – but our relationship also runs deeper. By learning more about you and your loved ones, we hope to not only help in your quest toward financial independence, but also become your friends. We want to stay informed of any major life events: a wedding, purchase of a new house, birth of a baby, graduations, death of a loved one, etc.

Everyone deserves to be treated with the utmost respect – with no exceptions. Our clients are central in everything that we do, and their needs and goals come first. Some of the insights we gain into our clients’ lives come through in-depth conversation and others through the science of behavioral finance. By asking the right questions, we are able to deliver a level of service that our clients expect and deserve.

We strive to create a balance of care and unobtrusiveness, resulting in an office environment built on trust, relaxation, and respect – the hospitality you deserve. We genuinely want to provide our clients the best possible experience when they walk in our doors. No matter what stage you are in your financial journey, we seek to go to extraordinary lengths to build a strong, closer relationship with you and are open about any fees associated with our services.

We want clients to have a clear path on their journey toward success, not only for themselves, but for their children and grandchildren.

1. Investment Planning
  • Growth strategies
  • Income strategies
  • Risk management strategies

2. Employer-Sponsored Benefits
  • Defined Contributions
  • Defined Benefits Plans
  • NQDC (Non-Qualified Deferred Compensation)
  • Health Savings Account (HSA)

3. Charitable Planning
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Private Foundations
  • Donor-Advised Funds (DAFs)

4. Risk Management Strategies
  • Long-Term Care
  • Life Insurance

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We hold two formal meetings a year: an annual review during the client’s birth month and a follow-up six months later. During these meetings, we will review recent and upcoming life events, discuss goals and prioritization, review progress to goals and market overviews, review the portfolio with you and make any updates, and discuss next steps and action items.