Willing to connect on a personal level, we develop strong relationships and deliver advice that aligns with the values and priorities of the people we serve.
When we do the right thing – for our team members, our clients and our community – there is a circular energy of encouragement and growth.
Independent advisors are allowed more freedom to act without outside pressure or influence, truly considering the client first. Solutions are recommended with transparency and tailored to each client’s situation.
We can explore innovative strategies and tools to help you reach your goals, offering a more personalized approach. We believe it’s a refreshing alternative to the traditional wealth management model.
When you work with us, you have access to the expert advice of our entire team, not just one individual advisor. We join together on investment strategy, building comprehensive financial plans, and establishing a service model best suited for each individual client.
We welcome and encourage opportunities to coordinate planning with your other trusted advisors, offering a more holistic client experience. Our deep community engagement allows us to connect you to resources beyond our walls.
We offer clients decades of experience, education, and proven expertise. 12 team members, 6 advisors, 4 MBAs, and 4 CFP® professionals; all driven to help you live your best life.
With a remarkable variety of life experiences, perspectives, and backgrounds, our strength lies within our collective team.
Build a financial future that aligns with your goals and expands your opportunities to live your values.
Working to reduce a portfolio’s exposure to risk through diversification of and within asset classes.
Defining each clients’ best range of return through a mix of stocks and bonds, based on their individual needs and specific risk tolerance.
Balancing strategies to address the values and interests of each individual client, accounting for the impact of costs and taxes.
Continually reviewing the performance of individual assets and strategies compared to the market, and adjusting holdings accordingly.
Make financial decisions to shape your future, impact your lifestyle, and influence the legacy you leave behind.
Developing optimal cash flow solutions for retirement, including an overall income plan and tax mitigation.
Discovering the most strategic and efficient transfer of your assets, with consideration to trust work, estate taxes and POAs.
With risk mitigation in mind, identifying insurance needs and the most suitable legal structure for your assets.
Maximizing your philanthropic impact.
Develop a lasting partnership with a proactive financial team, allowing you the peace of mind to live your best life.
Building a customized communication plan structured with comprehensive client reviews, check-in calls, overview of fees and client education pieces.
Coordinating planning with your other trusted advisors and family members.
We collaborate with a highly valued network for products, platforms, services and technology solutions.
Learn more about our process, our services or schedule a discovery session.