About Us
Our Difference
Our Difference
No Commisions
As a fee-only registered investment adviser, we are compensated solely from a percentage of the assets we manage in our clients’ accounts, which means you always know what you’re paying for. We never earn commissions by “selling” you a specific product, and as a result we operate in your best interests.
Fiduciary Oversight
We are a registered investment adviser, and as such we have a fiduciary duty to our clients, which means that we have a fundamental obligation to not only provide suitable investment advice, but to always act in your best interests. Not every investment professional has a fiduciary responsibility to their clients, and those that don’t are not bound to the same strict requirements and responsibilities that we have for our clients.
Fee Transparency
Our fee-only approach allows you to know exactly what you’re paying for, and the formula for how it’s calculated. This approach allows us to serve your best interests since we do not receive compensation or commissions from any investment strategy, mutual fund, investment company, or any other industry group or product we may recommend.
Our Process
We feel that without a sound process, it is difficult to understand and implement your goals and objectives effectively. We developed our Wealth Management Process™ to efficiently integrate our three distinct areas of Wealth Management (Investment Consulting, Advanced Planning, and Relationship Management). This framework allows us to become familiar with your financial landscape as well as gain insight on important issues, such as family relationships, values, community networks, and goals, to facilitate the construction of an effective financial strategy.
