Experience & Independence
We bring over 31 years of experience to the wealth planning process – during good as well as challenging market cycles, guiding you through the complex and ever-changing asset accumulation and risk management process. Conventional wisdom and past strategies may not be appropriate or even advisable given today’s market conditions and regulatory environment. With the experience of advising through multiple market cycles and the new realities of changing investment paradigms, we seek to position our clients to meet their objectives using the best of proven strategies along with an open approach to new and forward-looking plans.
We avoid conflicts of interest regarding investment advice by representing our brokerage account clients on a fee-only fiduciary basis, rather than using any specific company or fund. Our independence is vital to providing objective and unbiased recommendations.