What we promise, we provide.
We promise consistency, clarity, honesty, and satisfaction.
We provide this because we understand the nuances of small- and medium-sized businesses. Our team is experienced in everything from accumulating liquid capital for retirement to preparing to transition out of a business, planning for tax-efficient cash flow, and preparing personalized estate plans.
It’s important to us to connect you to the people you need to achieve financial success… even if those people aren’t on our team.
We work on a fee-based model where we are paid a percentage of the investment assets we manage. This percentage decreases as portfolios grow.
Our fee structure is highly competitive and puts us on the same side of the table as our clients with a shared desire for continued good work.
In short: no. Typically, clients come to us with $1 million of investable assets, but we also work with young entrepreneurs in the early stages of wealth creation to clients preparing for liquidation.
Our process combines evidence with experience, efficiency, and transparency.
After our first meet, we’ll gather what we need to propose a multi-year portfolio plan that considers your goals, your family, and your future. Once a plan has been approved, we put it in motion. We encourage our clients to be as involved in their wealth management as they like.
Communication is key. You should always know where you are in relation to your financial and future goals.
We invest time upfront to set expectations from both sides on what’s needed to have a successful, productive, and long-term investor-investee relationship. You can expect portfolio updates at least quarterly, but together we’ll determine what’s most appropriate for you.
Working with a financial advisor means you have a trusted professional in your corner, someone to help you coordinate, integrate, and explore the many moving parts of your financial life and keep them all in order and working hard for you.
Our job is to connect the dots for our clients, bringing everything into alignment with your current and future plans. We know we’ve done our job when you feel supported and confident you’re making the right decisions with your money.