Through our fee-only wealth management services, we direct your hard-earned assets to meet your portfolio goals and build peace of mind so you can focus on the things that matter most. Our experienced team takes care of your financial considerations, designs your investment plan, and provides ongoing support to advance your wealth management strategy. We will be with you for years to come.
Our team of CERTIFIED FINANCIAL PLANNER™ professionals can help you establish a long-term investment strategy suited to you and your needs. We take the time to learn about your investment experience, assess your goals, and build a personalized and simplified portfolio. We keep you as informed as you want to be about your portfolio through regular market updates, tax-efficient rebalancing, and quarterly and annual reporting.
Research and Management
Maintaining a strong investment portfolio requires time, discipline, considerable skill, and an understanding of long-term drivers of returns. From ongoing monitoring to trading and rebalancing, we take care of your portfolio management needs while keeping you involved and up-to-date about your current investments.
Our service sets us apart - we hear it from clients all the time. We want to take as much as possible off your plate while also keeping your assets and personal information secure. As a resource to you, we’ll handle document preparation, transfers, discuss charitable gifts, maintain timely required minimum distributions for your IRAs, and even provide notary services.
We are independent, meaning we are not tied to any particular strategy or investment option. We are free to work with you in an unbiased manner and focus on your needs first. This independent structure gives you the peace of mind that we can design and implement the most beneficial path forward for you.
Optional Sustainable Investment Strategies
Our sustainable investment strategies evaluate your environmental and social priorities, so we can help align your portfolio with your values without compromising your returns or objectives. Learn more about how you can reach your financial goals
while also doing your part to improve the planet, promote sustainability, and serve other social causes important to you through environmental, social, and governance (ESG) investing.