Our firm serves high net worth individuals and their families, businesses, and foundations to provide customized investment strategies, credit and lending advisory*, life transition planning and family wealth preservation strategies.

* Credit and lending services offered through dedicated third party partners.

We believe in building customized investment portfolios that are tax efficient and cost effective with an eye towards generating high risk adjusted returns.

Our team is committed to accessibility and exceptional service. We’ve chosen to limit our client base so we can provide undivided attention. Coordinating with our clients’ tax, legal, and other outside advisors to ensure strategies are aligned is also integral to our process.

Our clients have access to move money in and out of their accounts through an ACH, wire, or check transaction. We can set up automatic, reoccurring instructions as well.

LPL Financial is our broker-dealer and Registered Investment Advisor custodian. As the nation’s largest independent broker/dealer*, they provide an integrated platform of technology, brokerage and investment advisory services to financial advisors.

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue

The majority of our business is investment management, which we charge a quarterly fee for based on the amount of assets under management. We believe that offering fee based management services best aligns our interests with our clients’ interests. Our advisors are also licensed insurance agents. From time to time, we may provide our clients with insurance-based products for which we earn a commission.