MAKING INVESTMENTS FULFILL YOUR GOALS

How we get you there: Engage. Define. Prioritize. Customize.
The result is a unique financial strategy that meets your specific needs.

In our 50+ years of managing our clients’ assets, we have developed a time-tested process for managing wealth that accommodates and adapts to changing client requirements, varying economic circumstances, and financial markets.

WE GET INVOLVED AND STAY INVOLVED.

Our Philosophy

Financial planning and asset management are dynamic, life-long processes designed to accommodate your unique situation and goals. We recognize that your priorities and desires change over time as do financial markets, economic conditions, and tax laws. Your plan and portfolio must be revisited regularly and adjusted accordingly to reflect all these changing variables.

Our process

At the beginning of the planning process, we meet with you (usually several times) to discuss your financial situation in detail, your priorities, goals, and concerns. After these discussions, we develop and stress-test a comprehensive financial plan that incorporates what we have learned from you. We then reconvene with you to present and discuss this plan and make adjustments as may be necessary. Going forward, we regularly monitor your progress and review your plan at least annually, but usually more often than that, as personal or other circumstances may warrant.

Our Execution

Our attention to detail, wealth of experience, and broad perspective enable us to consistently deliver customized and comprehensive financial planning resources to our clients that help them, in turn, make better financial decisions, avoid taking on unnecessary risk, and feel in better control of their financial futures.

When selecting an advisor to manage your assets, you should expect nothing less than consistency in their investment philosophy, process, and execution.

 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500