We operate on a fee-only model. This means we charge either a flat fee, hourly rate, or a percentage of assets under management (AUM). We do not earn commissions on the sale of financial products, ensuring our advice is always in your best interest.

We believe in a long-term, diversified investment approach. Our strategy focuses on balancing risk and reward by investing in a mix of assets, including stocks, bonds, and alternative investments. We prioritize your financial goals, risk tolerance, and time horizon.

We begin with an in-depth conversation to understand your financial situation, investment goals, and comfort with market volatility. This helps us create a risk profile that ensures your portfolio aligns with your ability to handle potential ups and downs in the market.

A fiduciary is a professional who is legally obligated to act in your best interest. Yes, we are fiduciaries, which means we are committed to providing objective advice and recommendations that prioritize your financial well-being.

We typically meet with clients quarterly, but we are always available to review your portfolio or address questions whenever needed. Regular meetings help ensure that your financial strategy evolves with your changing goals and market conditions.

We work with a diverse range of clients, including individuals, families, business owners, and retirees. Whether you’re just starting to invest or managing significant wealth, we tailor our services to your unique financial situation.

Our minimum investment requirement varies based on the service package you choose. However, we strive to offer flexible solutions for clients at different stages of their financial journey. Contact us for more information.

We provide regular performance reports and conduct reviews to ensure your portfolio remains aligned with your goals. We compare your portfolio’s performance against relevant benchmarks while considering your long-term objectives, risk tolerance, and market conditions.

Yes! We offer comprehensive retirement planning services that include projecting your retirement income needs, maximizing tax-efficient savings, and ensuring your investments are structured to provide long-term financial security throughout your retirement.

Market volatility is a natural part of investing. We build your portfolio with a long-term perspective, and short-term fluctuations shouldn’t derail your overall strategy. During downturns, we may recommend adjustments, but we focus on staying the course for long-term growth.

Getting started is easy. You can schedule a free consultation where we’ll discuss your financial goals, current situation, and how we can help. After this meeting, we’ll create a personalized plan to help you achieve your objectives.

We pride ourselves on being independent, fee-only fiduciaries, which means our advice is always objective and in your best interest. Our personalized approach, long-term investment philosophy, and commitment to building trusted relationships distinguish us from others.

Your investments are held by third-party custodians, typically reputable financial institutions, which provide an added layer of security. While all investments carry some risk, we carefully select and monitor your portfolio to help minimize unnecessary risks and focus on long-term growth.

We offer an online client portal where you can track your portfolio’s performance, review statements, and stay updated on account activity. Additionally, we provide regular reports and are available for any questions or updates you may need.