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 seeking to provide unbiased advice, risk-appropriate investment solutions, and by seeking to mitigate any potential conflicts of interest.
Our Size
We are small enough to be personalized yet large enough to access institutional pricing which we pass along to our clients. Also, when you call us, you'll speak to a member of our team who knows you. Not a call center!
Transparency
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.
Tax Awareness
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 may mean more money in your pocket.