Our Philosophy & Clients

By clearly understanding where you are in your wealth cycle and what you wish to achieve, we transparently build out your investment strategy. Knowing there may be unexpected changes in your life and our economic environment, personal interaction allows us to continually evaluate your position for success over the long term.

Our clients are a diverse group of individuals, families and companies. In most cases, tax-efficiency, asset and risk management along with wealth preservation are primary concerns. Commonly clients require assistance in the areas of retirement income, estate, insurance, long term care, and business planning. Typically our wealth management clients have a minimum net worth of one million dollars.

Based on your goals, station in life, magnitude of wealth, the economic volatility and your emotional comfort, each portfolio is customized. There are no cookie cutter strategies. In preliminary planning, clients become aware of our general recommendations and the net effect on their bottom line, inclusive of service fees.

As a full service wealth management firm our compensation agreements may take the form of a percentage of assets, hourly charges, flat fees, commissions or any combination of these depending on what is most suitable for the client. Our relationship with Broker-Dealer, LPL Financial, enables us to offer objective advice. For more than 40 years, the LPL Financial Commitment creed has been a singular focus on serving the customer.