Fee-only financial advisors
Chief Investment Officer
It’s in our name. It’s what we do. Smart money at work.
Problem-solving focus. As a fee-only fiduciary wealth management firm, we specialize in solving retirement planning, investment management, estate planning and wealth management problems.
Advice, not products. We promote a collaborative team approach working closely with our clients to find valuable solutions that are not predetermined by a company selling financial products.
Deliberate endeavor and studied preparation. We focus on developing plans, disciplined investment strategies, independent research, and robust plan and investment performance analysis for each client. We combine critical thinking with detailed analysis in many areas, including retirement planning, investment management, trust and estate planning, tax planning, cash flow planning and gift planning.
Client-centered wealth advisory services. Many families and individuals rely on our planning, investment and wealth management skills in seeking to preserve, protect and grow their wealth – often from one generation to the next. We believe we are selected for our distinctive planning, investment management and financial life management expertise.