Collaborative, insightful, and focused on you.
Our Multi-Step Process:
1
What are you looking for?
We’ll first schedule a Discovery Session to get to know you. You’ll be asked a few questions to help us tailor our suggestions. We want to understand your “why”: your personal goals, financial history, immediate needs, investment experience, and your legacy.
2
Personalized suggestions.
We’ll design a customized plan, tailored to you and your goals. Our approach will include a series of investment strategies designed to correspond to your investing timeline.
3
Implementation & Ongoing Monitoring
Once we have aligned on your exact strategy, we will implement and monitor accordingly. We will always work with you to be proactive in making adjustments wherever necessary based on personal or market circumstances. Our ongoing maintenance includes quarterly reports detailing Financial Plan progress, a high-tech client portal at your fingertips, and an annual meeting.
Our dynamic, rigorous process, with a macroeconomic focus, proactively adjusts client portfolios to put them in the best position to take advantage of opportunities. Additionally, we build relationships with our clients’ attorneys, accountants, and beyond to help with estate planning, insurance, real estate investments, and tax planning.
What else can you expect?
The feel, structure, resources, and discipline of a large firm with the independence, nimbleness, customization, and flexibility of a small Registered Investment Advisor.
We aspire to be your partner and your guide. Working with an independent RIA allows us to choose from a variety of investment strategies that are designed with you in mind. Choose between our all-ETF portfolios, our mixed investment vehicle portfolios, and our individual issue portfolios.
Professionalism and process you trust with the integrity and care that understands your unique situation.
We work diligently to understand the holistic picture of a client’s wealth, including outside assets. This allows us to incorporate that knowledge when building a financial plan and making investment decisions.
We will build relationships with your attorney, accountant, banker, and become your go to person for guidance.
We will collaborate with your existing relationships or recommend companies to help with:
Estate Planning
Insurance
Real Estate Investments
Tax Planning