Our Clients

We advise high-net-worth clients, including individuals and families with at least $1 million in investable assets, through customized investment advice and personal attention.

* Contact us to discuss lower investable asset threshold.

Our Financial Planning Philosophy

We believe in giving individual investors in-depth investment planning advice through customized investment plans and personalized attention. We're able to offer this because we strive to keep our client base small and focused. We build strong, one-to-one relationships with our clients.

As an independent wealth advisor, we offer unbiased advice free of conflicts of interest. Unlike a broker, we chose to be a Registered Investment Advisor due to the high standards of fiduciary responsibility that we are held to in serving our clients. We have taken the importance of unbiased objective advice even further in becoming a member of NAPFA, the National Association of Personal Financial Advisors, an organization of fee only investment advisors. This organization, to our knowledge, operates under the strictest standards of financial responsibility in the industry. Instead of commissions, we receive compensation from our clients on a fee only basis, which is a percentage of assets under management. This structure aligns our incentives with yours: to grow your assets under management.

We do not sponsor any of our own financial products and client assets are held in custodial accounts (separate from our organization) including those held by TD Ameritrade and Schwab.