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What We Do

What, me worry?

Managing your money is often more stressful than making it in the first place.

What if the market tanks?
Will I have enough to retire?
Enough to last throughout retirement?
And what about taxes?
Insurance?

Our goal is to help you obtain (and keep) financial peace of mind so that you can focus your time and energy on more enjoyable and important aspects of your life.

Investment Management

We take a fiduciary level of responsibility for the daily management and oversight of your investment portfolio using professional best practices. » Read more

» Learn more about the CIMA™ designation (www.imca.org)
» Learn more about fi360 (www.fi360.com)

Financial Advice

Stocks, bonds, mutual funds, commodities, taxes, insurance, real estate, estate planning, retirement.... Staying on top of all of the variables that affect your finances can be exceedingly complex. We coordinate and monitor your overall financial picture using a disciplined process developed by the Certified Financial Planners Board of Standards, Inc. We customize this process via our proprietary annual review process that we refer to as your “financial physical.” We distill the complexities to provide you with the relevant information you need to make the smartest decisions. » Read more

» Learn more about the CFP™ designation (www.cfp.net)

Our Compensation

It is important to note that we are not affiliated with any financial service providers nor do we receive any commissions or compensation for sale of products. Client fees are our only source of revenue so that we can remain completely objective and have absolutely no conflict of interest when serving our clients.

We charge an annual fee based on the value of the invested portfolio. Typically our services are best suited for clients that have at least $1 million of investment assets. Please contact us for more information.