Our mission is to help you set financial goals; make sound investments in accordance with those goals, and to manage your investments ove...
Our mission is to help you set financial goals; make sound investments in accordance with those goals, and to manage your investments over the long term, always keeping your objectives in sight. Meeting our mission requires objectivity and independence. This is why we provide wealth management on a fee-only basis. Unlike broker-dealers, we do not sell insurance or investment products, nor do we receive commissions in exchange for recommending certain products. Instead, we earn our fees as a Registered Investment Advisor who must at all times act independently and exclusively in your interest. This means that as our client, you have our exclusive allegiance. Your interests will never be compromised by the incentive of a commission or a limited selection of products and services. Our success is driven by yours.