Our CompanyHome / Our Company
Our association with Independent Financial Group allows us to work in market segments where we can be most effective. We prefer to go deep, not wide.
Like other firms, our primary business is asset management. However, we’ve developed a specialization in working with families with college bound children who have reached a point in their lives where they desire sophisticated advice and sophisticated asset management.
We prefer to form long-term working relationships with clients to help them transition into retirement with effective financial planning, transparency, and independent investment options.
We strive to provide clients with two things: a clear understanding of investment options, and a relationship with a personal advisor who takes the time to understand you. We’ll work to develop strategies that are custom fit to your needs, and then provide a high level of service in executing and monitoring those strategies.
The economic and investment environment is certainly challenging, but these are also very exciting times. We believe that by paying attention to the investment and economic climate we can find innovative and exciting opportunities. We believe one of our strengths is our creative thinking.
As full-service financial advisors, we offer clients access to an assortment of quality, non-proprietary investment choices and consulting tools. We work with clients in many areas of financial planning and asset management such as:
Full Service Financial Planning – consulting arrangements to build and deliver the tools you need to make effective financial planning decisions
A la Carte Financial Planning – shorter conversations and tighter tools are employed to provide a snapshot of one particular issue or topic
Separately Managed Accounts – access to high level professional portfolio management services through our many investment partners
Cash flow planning – for college planning, retirement, or business management
College planning – finding efficient methods for funding college costs
Retirement planning – help find and implement strategies that can give you the confidence to retire with dignity and respect
Investment management – utilize our unique investment philosophy, coupled with state of the art research, to select and oversee investments
Estate Planning services – providing guidance and access to our estate planning partners and resources in an effort to keep more of what you have
Alternative Investments – provide access to real estate investments, and more.
Our unique office design allows for unique results. And our association with Independent Financial Group allows that uniqueness to flourish. The culture of our office is high energy, research driven, and laced with creative thinking and action.
Our youthful advisors and staff helps ensure that we’ll still be here when our clients are 80. We believe our strongest asset is the quality – and qualities – of our people, and our office philosophy is designed to maximize that strength.
Securities and financial planning offered through Independent Financial Group, a Registered Investment Advisor, Member FINRA / SIPC.
Have a Question?
Our team members would be happy to help you with any questions or financial concerns. Feel free to reach out to us at any time.