Designing a plan to secure your financial legacy
We manage investments. But that’s only part of the picture. We ask the big questions — what does wealth mean to you? What values are most important? — to guide your financial future. Our relationships are built on trust, education, and a genuine investment in your goals.
Investing in our advice
As an employee-owned firm, we apply the same philosophies, practices, and decisions in our own portfolios that we advise for our clients. When you win, we win.
Behavioral finance
Our investment decisions account for more than the numbers. Behavioral finance is a philosophy that helps us understand — and overcome — the biases, fears, and emotions that affect decision-making.
Do I really have enough savings to retire?
Problem
You’ve worked and saved your entire life. When you’ve always had a regular paycheck, stepping into retirement can mean stepping out of your comfort zone.
Goal
You want to maintain your lifestyle while depending on your existing assets to provide income. And with the flexibility of retirement, you may want to travel or spend more time with your family.
How we help
We’ll walk you through the decisions you need to make to have peace of mind for yourself and your family. We approach your situation with fresh eyes — unbiased, with years of experience behind us.
Is the next generation prepared?
Problem
You’re successful. You’ve built a nest egg. Now, you want to make sure your wealth is a blessing — not a curse — for your family.
Goal
You want peace of mind. You want to enjoy travel, to pursue your hobbies, and to spend time with family knowing that the next generation is prepared.
How we help
With decades of cumulative experience, we focus on asking the right questions. We’re active listeners committed to one goal: giving you the confidence you need to embrace your next chapter.
Does my asset allocation match my true risk tolerance and goals?
Problem
You want to make sure your investments help you reach your goals with a comfortable level of risk. But investment risk isn’t always cut and dry.
Goal
You don’t want to worry about how market corrections will affect your financial wellbeing over the long term. Instead, you want peace of mind to live the life you’ve earned.
How we help
Risk tolerance can look different in a questionnaire than it does in conversation. We build trust by paying attention to the details, asking the right questions, and taking a proactive approach to long-term goals.
I’ve saved for my whole career. How can I spend without feeling guilty?
Problem
You’ve built your wealth through smart spending. As you look forward to retirement, how can you feel comfortable spending and confident that your legacy is safe?
Goal
You want to balance living your best life with leaving your best legacy — to be confident that what you spend today won’t affect your well-being tomorrow.
How we help
We believe we’re active listeners and good communicators. We take our time to get to know you so our guidance is tailored to your life, not a template.
Building more than wealth
We value personal and professional growth. We have a fiduciary duty to do what’s right, even when no one is looking. And we live by the advice we give to our clients. We’re a small, collaborative team where everyone has a stake in their future.