To provide the highest level of service that each of our clients deserve, we limit the number of new clients we accept at any one time.
Please review the information below to see if your specific goals and needs can be met with the services we offer.
Who we Serve: We work with clients in all stages of life, yet it is often a major transition such as a business sale, upcoming retirement, divorce or the death of a loved one that brings them to our door in search of guidance. We work with multiple household and entity types and especially enjoy helping clients with complex family situations. We tend to connect best those seeking a long-term and often cross-generational relationship with collaborative and proactive advisors.
How we are paid: Our independent, Fee-Only structure means we work for you and are compensated by you, not by selling products, investments or insurance. We openly disclose our simple and transparent advisory fees and as fiduciaries, we are required to act in your best interest at all times. Our advisory fees start at 1.25%, and reduce incrementally to 0.25% for managed assets over $10 million. Our preferred minimum relationship size is $1,000,000. Households with billable assets under $500,000 may be accommodated but be subject to a requisite minimum fee. This allows us to completely waive any planning or other ongoing personalized service fees.
What you Get: Our clients benefit from an easily accessible team of experienced advisors who simplify a complex financial world. By honoring each client’s unique circumstance, we blend your logical and emotional needs to provide multi-dimensional solutions. From investment selection and retirement income to advanced tax and estate strategies, long-term clients trust our honest and candid advice.
If this sounds like a good fit, click here to schedule a brief introduction to help us understand your most pressing concerns.