It is our role to provide our clients with highly customized, time-tested investment strategies, helping them build toward success, clarity, and confidence in their plan. Goal-based wealth management is focused on the individual client and their unique objectives. Our process lends itself to developing a clear understanding of your values and who you are as an investor:
- Attitude Towards Risk: A true understanding of risk is crucial to client’s achieving their long-term investment goals.
- Investment Time Horizon.
- ESG or Sustainability Considerations.
- Liquidity Needs and Preferences.
- Tax Planning (Tax Loss Harvesting, Cost Basis Analysis).
- Goals for Wealth.
Always placing our clients best interest at the forefront, our approach to wealth management is founded in research, transparency, and objective analysis of portfolios as they relate to a client’s overall goals. We take a systematic and consistent approach to our review and implementation of investment plans. We operate under a mandate of financial science and academic research rather than speculation, utilizing a combination of active and passive management strategies focused on asset allocation, diversification, and regular rebalancing.
Asset allocation, diversification and re-balancing do not guarantee a profit or protection against loss.
CPA, CFP®, CLU®, RICP®, CDFA®
SENIOR PARTNER
ChFC®, RICP®
SENIOR PARTNER
CFP®, ChFC®, CLU®
SENIOR PARTNER
ChFC®, RICP®
PARTNER
CFP®, RICP®, ChFC®
PARTNER
216
Combined Years Experience
1.148
Billions of dollars in assets
(as of 7/27/2022)
42
Years of Serving Clients
