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Our Advantage

We are distinctly different from the majority of firms which you have to choose for financial guidance.

Our team understands the hard work and daily discipline required to accumulate wealth and take our fiduciary responsibility seriously.


We serve in a fiduciary capacity. We exhibit the highest form of trust, fidelity and confidence and are legally bound to act in the best interest of our clients at all times.  Unlike brokerage firms, insurance companies and banks that offer wealth management services, we do not use a product based solution or a "suitability" standard of care. We take pride in sitting on the same side of the table as our clients.


We charge a fee based on a percentage of total assets managed or a flat fee for service. We refuse to accept commissions on product sales or compensation of any kind related to your recommendations.  The only fees we receive are paid directly by our clients to us.  We think this helps to mitigate many of the conflicts of interest that exist in the financial services world.


Your investment portfolio and financial plan should not be an off-the-rack, product-driven solution. It should be customized and tailor-made to fit your unique needs on an ongoing basis, flexible enough to withstand external and internal pressures. We offer objective, unbiased recommendations based on what's best for you, not the bottom line of a bank, private equity or insurance company.


We say what we do and do what we say. Sadly in today's world, such accountability is hard to find. Our blend of expertise, data, technology and dedication to exceptional client service makes certain our team is always monitoring and managing your financial well-being as promised.