Who We Are
Assets Under Management
(As of 6/30/2023)
As a fiduciary wealth management firm, we are committed to providing value-added, wealth-enhancing services to our clients in a cost-effective manner. This remains consistent with our philosophy that putting your best interests first is our priority. Our team is experienced in working with clients through many different life events. Whether you’re a business owner, working professional, athlete, retiree, recently divorced or you recently received a sum of money; and retirees alike.
We have experience working with people in similar situations to you.
What We Offer:
Customized Portfolio Management
Your financial goals and status are unique, which is why we work with you to create a customized portfolio to meet your needs.
Our process allows us to integrate your entire financial life into a focused plan giving you the confidence that your assets are working toward your goals.
Review & Evaluate Your Existing Assets
Whether you have questions about your existing 401(k), stock in a private company, real estate, an annuity, life insurance policy, etc. we’ll incorporate these assets into your financial plan. We’ll help you understand the details and potential opportunities.
You Remain the Focus
From asset allocation to estate planning, charitable gifting and education funding, we’ll work to address the specific needs you and your family have in mind. Together, we’ll take a closer look at your hard-earned wealth and help you answer the question, “Will I be okay in retirement?”
How We're Different
Your Best Interest Is Our First Priority
Our Fiduciary Duty
As a fiduciary, we adhere to the highest standard of client care. We’re committed to putting your best interests first by providing unbiased advice, risk-appropriate investment solutions, and mitigating any potential conflicts of interest.
We are small enough to be personalized yet large enough to access institutional pricing which we pass along to our clients. When you call our office you'll speak to us, never a call center.
It's your wealth. You deserve to understand and feel comfortable with our investment philosophy, based on your goals. We proactively communicate our thoughts regarding the capital markets through quarterly updates and contacts with your specific advisor. You are provided with online access to your accounts through either Charles Schwab or Fidelity.
It’s not only about investment returns, it’s what you keep after taxes. Many advisors only focus on returns. We focus on both the investments and the tax consequences. We have a strategic partnership with Capaldi, Reynolds, & Pelosi, Certified Public Accountants. P.A. (with over 30 CPAs on staff). We also have two CPAs on our investment team. Our investment selection often focuses on your after-tax returns which means more money in your pocket.
Our Professional Credentials:
Our company and staff proudly participant and/or support the following organizations:
We offer complimentary introductory calls or meetings to learn more about your specific goals and to determine if our services are right for you.