INVESTMENT CORE BELIEFS
Financial Planning is Key
Goal-focused and planning driven investment advice
Disciplined rules-based approach to remove bias and emotion
Winning, By Not Losing
Downside protection through risk management
Not about what you make, but what you keep
Maximizing gains through minimization of expenses and tax drag
We strive to keep our plans simple but effective. We believe financial planning and wealth management should be built on sound principles.
We believe that our role as financial advisors is to remove obstacles and implement a solid investment plan that fits each client’s needs. Our financial planning process follows three steps:
Initial Meeting | Our initial and ongoing discussions center on our client’s goals and their values. Not only do we want to gain a clear picture of their finances, we also want to understand how they want to balance their values, lifestyle and money. During our initial meeting, we also introduce ourselves and share more about our process
Blueprinting | We create two detailed analyses after gathering financial data: one to evaluate the current course of action and one to evaluate our recommended plan to align values and goals.
Implementation | We put the recommendations in place with a concierge-styled action plan. On an ongoing basis, we continue discussions on balance, changes and ensuring your wealth is supporting your life by design.
Cost Simplicity and Transparency
We believe in having a simple, easy-to-understand pricing structure. As a firm, we believe it is our responsibility to be cost-efficient and to implement a fee structure that avoids the inherent conflicts of interest found in other payment methods. This is in the best interest of you, our client.
This all-encompassing advisory fee includes our wealth management, financial planning, advice and implementation services. You will never be on the clock with our team.
Assets Under Management
Annual Fee Rate
$0 to $500,000
$500,001 to $1,000,000
$1,000,001 to $2,000,000
$2,000,001 to $3,000,000
$3,000,001 to $10,000,000
$10,000,001 to $50,000,000
More than $50,000,001