Personalized wealth management for the engaged investor
We are here for you working fully remote. We are committed to providing the service you expect while doing our part to keep everyone safe and healthy. We can be reached by leaving a message at 585-292-6007 or via email at any time.
Our goal is to positively impact the lives of our clients and to protect them from adversity and costly mistakes.
We believe the key to successful investing is not just to make money in rising markets but also to avoid losing big in down markets. Therefore, we manage money to participate in gains but also to preserve capital.
Few advisors are truly capable of helping preserve and grow wealth in a systematic and thoughtful manner. We have established a streamlined process by which we deliver advice to our clients. Our objective is to partner with our clients in identifying and solving their problems. We do not merely manage investment portfolios in isolation.
Transparency and openness about what we do, how we do it and how we get paid is our personal differentiator. There are no hidden agendas, no products to sell, and our focus is entirely on what is best for the client, and not for us. Our clients value the simplicity of this approach and benefit from the clear and straightforward methods and processes we employ.
Our value proposition is to help our clients make smart decisions about their money.
We are required to assume a strict fiduciary obligation as it relates to safeguarding and preserving our clients’ assets. Acting in a “fiduciary” capacity means that we are bound by law, without exception, to act in out clients’ best interests.