Philosophy
Holistic Wealth Management
We specialize in comprehensive financial planning, which includes retirement, investment, insurance, estate, charitable and long-term care planning. One of the main principles of our firm is that we strongly believe that we should analyze and monitor all aspects of our client’s financial lives, regardless of whether or not we are compensated for doing so. The rationale behind this is that every piece of your financial life is interconnected and affects each other. Rather than just discussing investments, we can educate you on important comprehensive issues such as when to take social security, Roth 401(k), and how much money you need to withdrawal from your portfolio in retirement annually to maintain your current lifestyle.
40 Years of Independence
The key word there is independent; this means we are not owned by a financial institution or a brokerage house. We do not manufacture investments or market proprietary products. Our open architecture enables us to provide objective investment advice and deliver best-of-breed managers, strategies, and products. As fiduciaries, we are held to the highest standard of care and are required to always act in the best interests of our clients.