Frequently Asked Questions

We provide services to individuals, families, businesses, trusts, partnerships, not-for-profit organizations and retirement plans. Those who wish to manage their wealth by taking a strategic approach to pursuing long-term goals. 

Our services include:

  • Retirement planning
  • Investment management
  • Tax management and planning
  • Planning for education and other major expenses
  • Charitable giving strategies
  • Estate and trust planning
  • Net worth development
  • Managing qualified retirement solutions

We start every relationship with a Discovery Meeting to understand your finances and how they relate to your values, goals and aspirations. We then conduct a Savings and Retirement Analysis and a long-term plan on how to reach those goals.

If a mutual relationship makes sense, we take steps to ensure the plan is carefully executed and managed as we move toward reaching your goals.

There is no cost for our initial Discovery and Investment Plan meetings. It’s time well spent to get to know one another before we seek mutual commitment and enter a relationship.

We are a fee-only advisor. Our fees are based on a percentage of assets that we manage. A fee-only approach best aligns our interests with those of our clients and helps us meet our fiduciary obligation as a Registered Investment Advisor firm.

Our fees are on a sliding scale. As your portfolio grows, the percentage-based fee decreases.

In addition, we take a family approach to investing. We aggregate everyone’s assets to determine the fees. And still manage each family member’s portfolio according to its distinct policies. This provides the best rates to everyone in your immediate family.

Have additional questions about our services, team or approach?

Contact us