What would you like to do tomorrow for the rest of your life?
Do you dream about traveling to new places? Chasing around with kids and grandkids? Starting a new hobby, learning to play music, taking some intriguing classes at a nearby college? Maybe just kicking back and enjoying a life well lived? The first question to ask yourself might simply be: Which do you want more of — time or money? Or perhaps plenty of both. These are the kind of things we’d ask you about your future — short-term to retirement and beyond. Because the better we get to know you, the more we can create a plan to get you there.
Ultimately, our goal is to put your goals and dreams first. So that you don’t have to worry too much about your money. If that sounds good, let’s talk.
First, you might want to know a few details about us.
Our team believes that providing cost-effective, tax-efficient and disciplined wealth management is crucial to fulfilling our role as your investment advisor. As a fee-only registered investment advisor, the fee we charge provides you with the following:
AssetManagement
We manage your investments, including common stocks and bonds, without investing in funds or products that have layers of expenses. You own your positions directly, choosing investments based on personal criteria, such as environmental, social or governance concerns*. If you don't like a certain company or category, we won't invest in it for you.
*See disclaimers section of our website for more information on ESG investing.
FinancialPlanning
Our team will create a long-term blueprint for you based on your retirement, estate and educational goals. Every senior member of our team has a professional designation, such as Certified Financial Planner™(CFP®), to make sure we provide the best possible advice, working with your attorney, accountant and especially you.
*See disclaimers section of our website for more information on professional designations.
InvestorEducation
We want to give you the right information, so you can ask intelligent questions. So we'll help improve your knowledge of relevant economic and tax information, as well as portfolio changes, through events and our regular communication with you. Armed with the right information, you’ll better understand the method to our investing approach.
Let’s get to know each other.
Click below to schedule a complimentary introductory meeting. We’ll ask questions that will help us understand your financial goals.