Our Process


At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.



Where you are

Figuring out where you are right now is the very first step in mapping your financial future. We’ll help you assess your current life situation and help define your goals through understanding your values, relationships and dreams. Once we plot your current location and your desired destination, we can craft a meaningful path for your specific wealth management strategies.


Chart the right path for you

The second time we meet, we’ll address every detail of your comprehensive and custom investment plan. You’ll receive a detailed, custom Wealth Management Plan and your specific map, the Investment Policy Statement, to help you accomplish your financial goals and chart your progress.


Confirm your unique plan

We’ll meet a third time to clarify any questions you have, ensuring we can move together toward your goals. We’ll complete the official paperwork to formalize the relationship and get ready to walk down your path together.


Evaluate the path we’re on

During our on-going follow-ups, we will ensure your goals are still aligned with your map. We address new changes in your life and, if necessary, adjust your plan accordingly. We can call on a broad network of specialists – tax planners, attorneys and more – to help ensure you are receiving comprehensive advice to keep you on the right path with clarity and confidence.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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