Our Expertise

Financial Planning

We work closely with you to develop a comprehensive, individually tailored financial plan. We begin the process with some detailed fact finding, and then we prepare the plan and complete our analysis. Once the initial plan has been developed, we review it with you, making any necessary changes before presenting our final recommendations. From there, we provide assistance with implementation of our recommendations, as well as ongoing monitoring of the plan. 

Investment Management

As your investment and asset manager, we create portfolios to address your goals. We start with a conversation about your risk tolerance as well as the underlying goals. Whether your objective is maximum growth potential, tax savings, or short-term savings, we will find a proper fit for you. Once selected, we will provide ongoing investment management services. 

Consulting

Have specific questions, but don't need asset management or comprehensive financial planning? We offer a wide range of one-off consultative services.

Cost Structure Options

Financial Planning

Annual financial planning fee that can be  assessed monthly, quarterly, or annually.

Investment Management

Assessed as an annual percentage of assets under management to professionally manage your investment portfolio.

Consulting

             Offered at a negotiated rate.