Our Process

How We Help You Succeed

We are committed to fiduciary excellence – meaning we act solely in our clients’ best interests. This starts with a thorough understanding of your needs and objectives. Any advice or recommendations we give are delivered in a prudent manner and reflect your specific investments goals, risk tolerance, and time frame.

We take pride in giving our clients the assurance that the personal assistance they receive comes from years of advanced training, technical experience, and financial acumen.

We provide cost-efficient portfolio construction, comprehensive wealth management, and ongoing discussions to earn your confidence and help you achieve your goals.

How We Communicate With You

In addition to regular account statements and internet access, outreach includes regular planning reviews, check-ins, and ongoing education opportunities. You can also count on a response within 24 hours whenever you contact us with a question or concern.

How We Charge for Our Services

We have no proprietary products, nor any reimbursement arrangements with any product sponsors or service providers. No one is responsible for our overhead but us.

That independence provides flexibility in how we charge, though we are always committed to full and up-front disclosure. On most asset management accounts, an ongoing advisory fee will apply; in some situations, however, a commissionable product may be the most cost-effective solution; more complex professional services or consulting arrangements will generally be subject to a flat fee/hourly charge.

We are committed to providing close, personal attention to our clients regardless of how they pay us, and complete fees and charges will be communicated and explained prior to any engagement.