WE'RE NOT LIKE EVERYONE ELSE,

BUT NEITHER ARE YOU

You deserve the same investment + planning opportunities

as the ultra-wealthy.

DISCOVERY STAGE: 
UNDERSTANDING YOUR 'WHY'

We take the time to understand your unique goals, issues and plans to learn more about your concerns around your wealth and your life. What are the risks and opportunities most relevant to you? Are you addressing these matters? What should change? Let us show you how we will help design a clear direction for you.

FOUNDATION STAGE:
COLLABORATION

Once we learn where you are, where you would like to be and what is most important to you, we will begin assembling all of that input into a plan for you. We will collaborate with you and your other tax and legal advisors to consider your values, tax and estate issues, risk factors or special needs unique to you to develop a well thought out plan that will help you navigate the next chapters of your life.

PLANNING STAGE: 
INVESTMENTS AND BEYOND

Going well beyond investments, we will help you take deliberate steps to address your most pressing concerns. Advanced planning helps you address areas such as risk management, business succession, charitable giving, tax planning or helping you to prepare your loved ones for a potential inheritance. This is your plan and it’s created to help you accomplish what’s most important to you.

PROGRESS STAGES: 
NAVIGATING THE COURSE

Your investment plan is written into an Investment Policy Statement which serves as a roadmap describing how your funds will be placed to align with your big picture planning needs. Regular meetings and planning sessions with you and your other professional advisors enable us to make certain all your risk planning and tax issues are also addressed and kept up to date. Perhaps most importantly, we make ourselves available whenever needed to meet with you to review what is on your mind, how life may have changed and talk through how we can continue to best help you stay on track. After all, planning is a marathon, not a sprint.

THE REAL DIFFERENCE

Who we are and what we do comes to life through the experience we deliver to our clients every day.​ 

 

As an independent firm, we make all of our recommendations based solely on how it best serves your near and long-term goals. That’s why our approach is fundamentally different.

By combining emotional and intelligence quotient – EQ and IQ – we can help you build a more secure financial future.

EQ

We set out to deliver a clearer sense of direction and calm to our clients to help ease the anxieties and worries that can come with money. We will help you learn to ignore turbulent markets and rest easier knowing a plan is in place that ultimately accounts for inevitable uncertainties in life. We will help you understand the risks you are exposed to and ensure your plan addresses those risks – no matter what.

IQ

Our approach to evidence-based investing and risk management starts by identifying your most pressing financial issues and concerns. It is our job to be an expert in you. Nothing we do is based on opinion, hope or hype. Just facts. We’ll help you build a plan to withstand market turbulence to free you to focus on what is most important to you. We will help you think through the key decisions that will impact you and your family for years and decades to come helping you create a plan that considers an appropriate investment strategy, risk management, tax minimization, and more.

Our investment style 

 
We build diverse investment strategies based on the unique risk profile of our clients that takes investing beyond the 60/40 traditional Wealth Management perspective.

TRADITIONAL:

Stocks: 60%   Bonds: 40%

OUR METHOD:

First mortgage: 20%   Real Estate: 25%
Select Stocks: 25%      Bonds: 15%
Alternative Investing: 15%

How are your investments?

We would be happy to provide you with a no obligation financial review.