Committed to providing our clients impeccable service and trusted advice, we work hard to offer unique benefits to our clients, including:
A Holistic Financial Planning Approach
From the first meeting, we listen to clients’ goals and dreams, crafting an investment strategy aligned with those objectives. By addressing clients’ short-term and long-term goals, our goal is to develop a comprehensive strategy that grows with clients through the many stages of life.
As an independent firm, we are committed to providing individualized guidance. Without any conflicts of interest or quotas to meet, we develop strategies and make recommendations based on each client’s individual needs and goals.
We value our clients and strive to maintain long-term, generational relationships with them. We believe that by working closely with our clients, we can help them not only develop a financial roadmap for the future, but also help them stay on track and provide guidance along the way.
Our team has more than 50 years of combined experience working with individuals, families, businesses, charities, CPAs, and attorneys. Each of our team members have extensive personal and professional experience. Many hold professional certifications, including the Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ professional, and qualified representatives are licensed in securities and insurance.
We understand that our clients have unique needs. Some are looking for an advisor who can entirely manage their assets and guide them, while others want to collaborate. Some want a comprehensive suite of services that cover all of their investment and financial planning needs, while some just need guidance in one area. Based on the client’s preference and needs, we can offer more direct guidance and recommendations or work closely with the client, providing a number of different options from which he or she can choose. Working with several CPA firms, we can provide referrals and integrate tax-efficient strategies with financial planning.