Independence
We are completely independent and not influenced by a corporate owner who is more concerned with shareholders than clients. We have no conflicts of interest as we do not sell or represent any products. Our core competency is our advice.
client service
Our highest priority is serving our clients and treating them as individuals with the respect they deserve. That means we’re responsive and proactive, and always treat our clients’ information with discretion. As true fiduciaries, we place our clients’ best interests about those of our firm.
experience
Our team and investment committee have an aggregate of more than 75 years of experience in financial, wealth, and investment management services. We’ve helped clients navigate market turmoil as well as historic bull markets. The credentials we have earned include Certified Financial Planner and Chartered Financial Analyst and we’re working towards Certified Public Accountant certification.
technology
How we are able to serve our clients and enhance the knowledge and insights we offer all comes together through the advanced technology we use to benefit each client. As an independent firm, we have access to best-in-class tools and software that create opportunities for us to better manage, track, forecast and report on our clients’ accounts, assets and investments.
