We want to be your trusted advisor.
We believe your wealth is your masterpiece - it is more than money. It encompasses the hopes and dreams of you and your family’s future. We are your partner in your family’s well-being and in helping you reach your life’s goals and aspirations.
We think and act beyond the basic canvas and tools many firms utilize. We feel we are best at helping clients coordinate the intricacies of life through the Four Capitals approach. Our goal is to create a deeper, more meaningful client-advisor relationship that truly enables you to lead a more fulfilled life.
Our values drive us.
Client Commitment
We remain focused on and dedicated to helping our clients achieve their goals. We are also committed to empowering them through ongoing education and communication. We strive to not only anticipate our clients’ needs and deliver an unparalleled level of service, we also get great satisfaction in seeing their children and grandchildren grow up to pursue their dreams.
Innovation
We foster an independent and creative atmosphere throughout our organization that inspires innovation in everything we do for our clients. We employ a diverse group of passionate people with a wide variety of talents to support the depth and breadth of our clients’ needs. We embrace the latest technology to provide us with access to the most up-to-date information and to safeguard the confidentiality of client information.
Service Heart
We are committed to being of service to our clients, their families, and our communities. By rising to the occasion with compassion, respect, and integrity, we share the common bond of fulfillment through our dedication to others.
We’re more interested in earning your trust - not commissions.
As fee-only advisors, we’re compensated by our clients and do not accept any commissions, referral fees, rebates for offering or implementing recommendations, or transactions of any kind. Our loyalty remains exclusively to our clients. Our compensation is the transparent flat fee you pay based on your unique situation. Our affiliation is to you, not any other firm or broker-dealer. With that independence, we remain impartial and our advice is always in your best interest.
Our flat fee is based on your net worth, the nature of the services, and the complexity of your specific circumstances. Our clients typically have a net worth of $4 million or more. We also work with clients who do not meet this net worth threshold but are on a path that will get them there in the future.
Many other advisory firms base their fees on assets under management (AUM). For example, an AUM fee of 90 basis points (BPS) on $4 million of assets under management equates to $36,000 charged per year. For this fee, many of these firms may not be providing a full range of wealth management services.
Let's get to know each otherWe provide insight and solutions to inspire people to take action so that they can lead fulfilled lives.
Our perspective goes beyond financial wealth.
We are curators of true wealth.
Our Fiduciary Oath
As a member of the National Association of Personal Financial Advisors (NAPFA) since 1985, we sign a Fiduciary Oath to:
- Always act in good faith and in the best interests of our clients.
- Be proactive in disclosing any conflicts of interest that may impact a client.
- Not accept fees or compensation contingent upon the purchase or sale of a financial product.
