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Our mission is simple:
to connect with our clients and to focus the collective efforts of our team toward making their long-term financial goals a reality.

Each of our client accounts is individually managed.

Because clients have differing goals, time horizons, and risk tolerances, the portfolios we manage will have differing investment policies and asset mixes. We have no single “portfolio”.

Our planning strategy focuses on one key issue: how to plan with a reasonable degree of certainty that you, as our client, can continue to live the life you want and have the resources you need when you need them, for as long as you require.

We first evaluate your goals and what you want to accomplish with your wealth. Then we analyze your investment time horizon and your willingness to assume some risk. We consult with you during all stages of the investment process and make sure you understand the decisions being made.

Your CPA and other financial professionals, pension consultants and estate and tax attorneys, will be integrated as a part of our financial team.

Rest assured that we will frequently review your investments. Full reports will be sent to you quarterly, and interim reports are prepared whenever needed and on request. Consultations regarding your investments and all related financial questions are available at any time. These services are included as a part of our fee.

To ensure accountability, clients’ assets are maintained at Charles Schwab & Co. Clients receive account statements directly from Schwab in addition to the quarterly performance reviews and analysis we send. This provides the added security of knowing that your assets are held at a premier institutional brokerage.

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