Our primary goal is to provide a superior commitment to the select group of clients we work with.  A few years back, we made a decision to limit our client base to no more than 50 clients per advisor within our firm.  For this to take place, it is important to our team that we work with those who share our values.  The right fit tends to be those who are humble and honest people.  They are advocates of what we do and the value we provide.  They are engaged in our process and respect our philosophy.  They have positive personalities but are also very realistic in their views.  They focus on what we are worth rather than what we cost.  They are smart, yet they realize that they do not have all the answers.  They have confidence in allowing us to manage all of their assets under one umbrella.

A truly valuable advisor is one who can help enhance your overall net worth and provide comprehensive guidance as a means to optimize your retirement.  In realizing that it is not all about investments, many times you find that people want simplicity and to know that there is someone there to count on through every stage of life.  We want to be there for you not only if you have long-term questions about pension, taxes, real estate, social security, and healthcare, but also if you have immediate concerns such as inheriting an estate, changing careers, relocating, divorce, or selling a business.  We are also there as a mentor for your children who need actionable advice to ensure they stay on the right financial path.  It is important to us that your spouse and loved ones are taken care of anything were to happen to you. 

The little things matter, from personally answering the phone when someone calls to taking the necessary time during a meeting to understand each person individually or as a family.  Whether you are nearing retirement or aspire to a work-optional lifestyle, our conservative and comprehensive approach puts together all the pieces of the financial puzzle.