- Are you perhaps too busy
to deal with your own investments? - Do you feel overwhelmed and worried
about making the right investment decisions? - Does all of the financial media hype
make you nervous and confused on a regular basis? - Do you believe you might benefit from having
a trusted professional guide you through today's volatile investment environment? - Would you be more comfortable using a disciplined, consistent
and systematic approach to your investments? - Are you interested in working with someone who can simplify--but at the same time marry--
the concepts of investment management with tax planning, estate and trust planning and real estate investing?
Personalized wealth management for the engaged investor
Management of Risk and Preservation of Capital
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.
Consultative Process and Problem Solving Approach
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
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.
About Our Firm
Our firm provides highly personalized, comprehensive strategic planning, including investment and portfolio management for high net-worth clients.
Value-Added Services
We agree to work with clients only if we can offer substantial value for the fee they are paying us.
Why a Professional Wealth Manager?
You will benefit from the formal process that we use to deliver a concierge-style experience.
What to Expect as a Prospective Client?
Identifying, organizing, and implementing smart tax, estate and planning-based solutions is what we do.
Our Fiduciary Pledge
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.