A combination of independence, comprehensive service and client focus. As an independent Registered Investment Advisor, we provide the best advice for each client’s specific situation and needs without concerning ourselves with the agenda of a parent company. Our services range from planning to investment management to estate planning—we can meet a wide range of needs under one roof. Finally, we are oriented toward providing each client the attention and service they deserve. We treat our clients as individuals and not numbers.

We are not bound by a hard and fast rule. In general our services fit best with clients who are serious about achieving their goals, are advisor receptive, and seek financial peace of mind.

Typically, investment accounts are held at Charles Schwab & Co., Inc. Since we are independent, we have access to other platforms that may suit your financial objectives better.

As a boutique advisory firm, we believe that we provide better service for a number of reasons. We are small enough that you have direct access to your investment manager. We also are flexible enough to personalize our recommendations to meet your specific needs. Most importantly, due to our ongoing investment in technology, we are able to provide resources that can compete with firms of any size.

Typically, we only need a copy of your most recent account statement and your signatures on a few forms. We will take care of setting up your new account and transferring your assets.