Advice For Your Unique Life
Gain Confidence and Clarity Around Your Financial and Life Issues
Family Focused Wealth Management
Advice For Your Unique Life
Personalized Advice and In-Depth Analysis
Improve Your Family's Financial Future
What Sets Us Apart
We are a full service wealth management firm dedicated to helping you reach your life goals. We specialize in comprehensive advice, tailored to each individual's unique circumstances and goals. We also understand that most investors are being underserved in their current relationship. Only a small fraction of advisors currently offer comprehensive advice: which is defined as personalized advice that addresses all financial and wealth management needs; demonstrates an intimate understanding of the client's lifestyle and goals; includes a financial plan; ensures clients understand the fees they incur; and always puts the client's best interest first. According to JD Power's 2023 Study, only 11% of advisors are currently offering this level of advice. The rest are only offering transactional advice (42%) and goals-based advice (47%). We understand that your needs are always our top priority, and as a Fiduciary we provide advisory services that are personalized for you, and always in your best interests. With Charles Schwab as our custodian we provide clients with access to the highest quality services and security. We provide our wealth management services virtually to our clientele nationwide, and travel to meet in person when requested.
Who We Work With
Our focus and expertise is optimizing wealth for business owners, young and mid career professionals, successful retired individuals, and their families.
Wealth Management is about solving current and future problems with solutions. In Wealth Management there are many possible options an advisor could provide an investor for a particular issue. In order to achieve the best possible outcome however, you must spend the necessary time required to find the optimal solutions. Our in-depth analysis of all variables and possible options ensures that you always achieve the optimal financial outcomes. With this process, we are not just a Wealth Management Firm, but also a Wealth Improvement Firm. Retirees, career transitioning professionals, and business owners typically have the most potential problems that need solving, although many may not even be aware of problems they already have or will have.
Think of your financial life as you would your health. You have frequent reviews with your physician to make sure everything is good, even if you don't think or know anything is wrong. I draw a lot of parallels with health, as it is my other passion. In the last two decades of working with successful people, there have been very few that I've started working with that had all aspects of their financial life aligned in an optimal strategy to minimize exposure to numerous different risks and tax implications, while maximizing growth potential. This is what led to the decision to make this our area of focus, and expertise.
Bringing it back to health, Longevity and Legacy conversations are also a particular planning focus for our firm. Longevity planning for us is not only about how long you will live or Long Term Care Insurance decisions, but also how to improve your longevity and life experience. Through direct family experiences with Alzheimer's (also a carrier of the APOE4 gene myself), as well as working with numerous client experiences, this is a variable that can affect your family's financial and emotional life in a monumental way. Approximately one out of nine (10.7%) people age 65 and older have Alzheimer's, and another two out of nine (22%) have mild cognitive impairment, according to Columbia University's Study We work with you to mitigate wealth risks, as well as educate on ways to reduce risk factors for development and/or progression of Alzheimer's disease. We also provide additional longevity and health advice to ensure that you can enjoy pursuing the goals and dreams that you have planned. If you or a loved one lose their physical or cognitive health, everything else in life loses value.
Schedule a time with us to review the areas where we can help you make improvements to your financial and family life outcomes.
Chosen Custodian For Their Client Experience, Expertise, and Ethics
