Our difference is in the details
We believe there are several factors that differentiate us from the typical financial group, differences that make for a distinct client experience – and have allowed us to evolve into a practice that can help meet your needs.
Comprehensive in-depth reviews
Understanding where you stand today is a critical step in determining whether you can get to where you want to go. It’s why we offer our new and prospective clients a comprehensive, in-depth review of your current holdings with no obligation.
Personalized financial plans
The foundation of any successful outcome is a solid plan. If there is a mutual agreement for working with one another, we can proceed to create a financial road map tailored exclusively for your individual circumstances – designed to help put you on the right track.
Customized investment strategies
We will then develop your custom investment strategy. We do not rely on portfolio modeling tools but design truly customized investment strategies based on your specific situation, goals, needs, timeline and risk tolerance.
Our focus is finding or designing the optimal strategy to help meet our clients’ needs and pursue their objectives. We are under no obligation or pressure to sell proprietary products. Our sole guideline is doing what is in your best interest and right for you.
Account Type Flexibility
Based on your individual needs, you have the option to choose either a fee-based advisory account or a commission-based account. We believe these various options allows us to offer you the appropriate account type dependent upon your individual situation and needs.
Managed accounts are charged Advisory Fees in addition to internal fees of investment company products, and should be evaluated when determining the costs of a fee-based account. A list of additional considerations, as well as the fee schedule is available in the firms Form ADV (Part 2A) as well as the client agreement.