A Fusion of Advantages
Our objective is to effectively, holistically and transparently serve you, your family, your clients or your business, while also simplifying your financial life in the process. Here is what we bring to the relationship:
We answer only to you. Your needs and best interests come first. We’re committed to complete impartiality in advice and investment solutions and we strive to deliver investment decisions based on trust and integrity, without bias.
True Legal Fiduciaries
The higher legal fiduciary standard to which we are held as an SEC registered investment advisor mandates that we act in your best interests at all times.
Transparent, Fee-Only Structure
We promise complete transparency regarding fees. Our fees are never derived from commission-based transactions or other remuneration. Independence frees us from conflicts of interest (actual and perceived) corporate mandates and product limitations. The needs of our clients drive decision-making, not sales quotas and big-firm revenue targets.