We feel we can best present ourselves face-to-face. We do not have “virtual meetings”, “on-line chats” or “zoom calls”. Our client relationships are handled the old fashion way, face-to-face. You ask us questions and we ask you questions. We thoroughly explain everything in easy-to-understand terms. In this manner every detail is covered and nothing is left to chance. This allows us to get to know you better and you to get to know us better. If we are a good fit, we can move forward helping you achieve your investment goals.
Being totally independent means, we are not stuck with big corporate investment firm sales quota that makes us force-feed investments to clients. It is not unusual that investments recommended by some firms and banks may at times be better for the firms then they are for the client. It is very important to know, that our Series 65 Fiduciary Investment License mandates by law, that we must always do what is in our client’s best interest, not ours. This means there is no conflict of interest. Our clients never need to worry if they are being recommended an investment because it is better for us than it is for them. Being totally independent Fiduciaries, enables us to offer our clients the very best investment solutions for their individual needs and goals. In our opinion, we only use the best of the best investments.
Money is hard to accumulate. It normally takes years of hard work and sacrifice along with frugal decisions along the way to accumulate an acceptable degree of wealth. Our number one priority is to protect your money while generating sustainable returns. We utilize a variety of investments to help achieve our client’s individual investment goals. Our specialty is in protecting principal, avoiding down-side risk, consistent growth, paying as little in taxes as legally possible and income planning. All combined into the goal of successful private wealth management.
“Our number
one priority is to
protect your money
while generating
sustainable returns.”
We have many local clients as well as clients nationwide. Most everyone of those relationships began with a face-to-face introduction and meeting before a client was ever a client. It may be a local meeting at our office, a restaurant or at our client’s home or office. There are times it means we jump on a plane to meet in a different state, drive a few hours to meet or walk a block or two for a cup of coffee. Regardless of the circumstance, it is all driven by our total commitment to client service. Taking care of our clients and managing their money for principal protection, acceptable gains and tax mitigation are our top priorities.