Our Approach

Let us show you what a personalized, dedicated approach to wealth management means to us.

1 Competency

With over 40 years of industry experience, you can trust we know what we are doing and we have the clients, process, and performance to prove it. We take very seriously our role as a Registered Investment Advisor. Not only are we legally obligated to work on your behalf, but it is our passion and mission to design financial strategies that put you first.

2 Compassion

Life has unexpected twists and turns. We are here to listen and help you through whatever you are experiencing, without judgment, and navigate life’s curveballs together. Along the journey of life, we will educate and empower you to make the best decisions for your unique lifestyle goals.

3 Collaboration

Successful collaboration starts with trust, and trust starts with transparency. We operate on a flat-fee business model, so you always know what you’re paying for (and why). With a foundation of trust at the core of our relationships, we partner together to develop a personalized, jargon-free financial strategy that is right for you.

Our Process

Here is how we work together with you to create your personalized financial strategy.


Start with a Conversation

We start with an informal meeting to get to know you. We take the time to listen to your lifestyle goals, financial concerns, and address any questions you may have about our firm, our processes, or our services. Leaving the meeting, you can feel confident knowing that you have a team of trusted professionals just as invested in your success as you are.


Assess Your Current Financial Situation

After our initial conversation, you will receive a no-commitment analysis of your current financial situation so you understand where you are and what it will take to get where you want to go.


Work Together to Develop a Plan

As a client, we work with you to customize your financial plan for your specific needs. While the initial assessment provides a good starting point, your financial plan is as unique as you are. In this phase, we balance objectives, expectations, and priorities with your stage of life, risk tolerance, tax implications, and more.


Make the Plan Actionable

A plan is only as good as the action that comes from it. We work together to break down the small steps you can take today to achieve success tomorrow. But because there isn’t just one path to success and because life happens, we have built-in contingency plans to help you stay on track to achieve your lifestyle goals.


Review the Plan Regularly

Periodic reviews of your plan keep you on track to achieve your goals. The economy, markets, and legal environments are always changing, so staying connected through regular reviews ensures you stay on the path to achieving your financial dreams.

Wealth Management with a Personal Touch

Ready to work with a financial partner who’s just as invested in your success as you are? We’d love to connect.