Individual Wealth Management Services

INDIVIDUAL WEALTH MANAGEMENT SOLUTIONS

SAFEKEEPING FOR YOUR
FINANCIAL FUTURE

Making sure your money is there when you – and your family – need it most.

YOUR WEALTH ON YOUR TERMS

Finances and investments are complicated at the best of times.

Often, when you’re thinking about wealth management, it’s not in the best of times. It’s when you’re facing big changes – aging, post-retirement, or even inheritance triggered by deep loss.

That’s why we keep things simple.

Our back-to-basics approach means we talk to you first. Your goals, how you want to live, and who you need to care for matter more than anything else when we custom-tailor a plan for your unique circumstances.

And by minimizing costs, fees, and taxes, we focus on maximizing your net returns.
So you can get back to living your life.

Whatever that looks like for you.

INNOVATIVE FINANCIAL SOLUTIONS
THAT FIT YOUR LIFE

Our only limit is your needs

If you’ve got a financial concern, we can help you brainstorm a solution and work with you to see it through.

Comprehensive wealth management

Estate planning, budgeting, tax planning, etc.

Customized, tax-efficient investment management

Review of your overall financial picture with improvement recommendations

Portfolio construction that balances risk and return

Factor-based investment and portfolio management

Custom-tailored investment plans and maintenance

Strategic asset allocation and management

Data-driven financial planning strategies

Alternative investing strategies

Retirement planning and investment solutions

Financial advice for seniors

The best way to find out if we can help? Bring us your concerns, and let’s talk.

MEET WITH US

WHERE YOUR VALUES MEET YOUR PORTFOLIO

CUSTOM FINANCIAL STRATEGIES

With a team of professionals, including CFAs (Chartered Financial Analysts) and CPAs (Certified Public Accountants), we’ve just about heard and seen it all. So, if you have a financial question or concern, call us to talk about it.

Even if you aren’t working with us yet, we’re happy to brainstorm some problem-solving advice before you meet with your attorney or accountant and the meter starts running.

LOW-COST FEE-ONLY MODEL

Smart investment advisors don’t just help you make more money – they also help you keep your money.

Our low-cost, fee-only model means our firm doesn't receive trade or product commissions, and you can trust us

YOUR BEST PLAN

We don’t make you choose from a limited menu of investment opportunities.

Together, we figure out your long-term goals, sort through the distractions, and build the plan that’s best for you.

YOUR MONEY. YOUR CHOICES.

OUR GUIDANCE.

Work with a team with real investment experience – not a team of sales reps

Get access to impartial financial consulting without the hourly rates

Confidently plan for your future with financial strategies and solutions that fit your needs

Put real investment advice to work for you.

Meet With Us