WHAT WE DO...
Personalized financial planning and investment management
Years of experience
Time needed to get started
Cost for initial consultation
WHO WE HELP...
What types of clients do we help?
Your family is a key focus of yours. We can help you plan for all the twists and turns that life will bring, no matter what stage you're in.
Planning for yourself can be just as complicated as planning for an entire family. We can help you achieve and maintain your financial independence.
As a small business ourselves, we understand the many responsibilities that an owner faces. Let us help you navigate through the complexities of retirement planning for yourself and your employees.
5 KEY BENEFITS OF INDEPENDENT WEALTH MANAGERS
Customized guidance based on your entire financial picture
Independent advisors are not tied to any particular family of funds or investment products. So whether you need help with a tax situation or managing assets at multiple places, independent advisors have the freedom to choose the investment option that’s best for you.
A relationship that’s responsive, attentive, and personal
To offer advice closely aligned with your goals, independent advisors must first build a strong understanding of your situation. As a result, there is a deep focus on building client relationships. And because many of these advisors are entrepreneurs, they hold themselves personally accountable to their clients.
A fee structure that is simple and transparent
Independent advisors typically charge a fee based on a percentage of assets managed. This fee structure is simple, transparent, and easy to understand. It also gives your advisor an incentive to help grow your assets. When you succeed, your advisor succeeds.
A high level of expertise to support your complex financial needs
Independent advisors can help investors address the variety of complex investment needs that arise when you accumulate significant wealth. Some advisors are specialists in certain investment strategies. Others can assist you with comprehensive services, such as estate planning or borrowing, the sale of a business, and intergenerational wealth transfer.
Your money is held by an independent custodian, not the advisor firm
Independent advisors use independent custodians, such as Charles Schwab and others, to hold and safeguard clients’ assets. This provides a reassuring system of checks and balances – your money is not held by the same person who advises you about how to invest it.
GET IN TOUCH...
To learn more or to schedule a complimentary initial consultation.