WE ARE FIDUCIARIES
Fiduciaries are bound by law to put your interests ahead of anything else. Not all advisors are fiduciaries.
WE MAKE THE INVESTMENT DECISIONS
We perform our own research and make the investment decisions locally. We don’t just use asset allocation models created by so-called experts on Wall Street.
We don’t earn commissions from the sale of investments. To be truly objective, we feel that our compensation should never be dependent upon which investment strategy we implement.
SEAMLESS & PROACTIVE
We deliver the highest level of service through what we call our Seamless and Proactive approach.
Your mission is our mission. Family, business, estate planning, finances – whatever your goals are, we share them!