Services

No. Any recommendations to make investment changes are made only after I do a thorough analysis of everything and ensure it is in your best interest.

I do use model portfolios but can customize them to the individual based on needs and preferences. My strategy involves optimizing the overall investment portfolio according to the tax treatment of your account types (i.e, taxable vs tax-deferred vs tax-free assets).

I fundamentally believe financial discipline creates financial freedom. I focus solely on the intersection of what matters AND what I can control. I have 4 core guiding principles to investing: 1) Over time, stocks outperform bonds and bonds outperform cash, 2) I do not recommend or support timing the market, Read more

No, our business is built to serve those looking for ongoing investment management and financial planning rather than a one-time consultation. With that said, I will always make time to provide one-time consultations to our clients’ friends and family.

Yes, I am taking new clients and I primarily work on a referral basis. I currently serve approximately 60 households, but intend to limit new clients once we reach the 75-household mark to protect the quality and integrity of our services. I prefer operating a small firm to better serve Read more

No, while I do not have a hard minimum, those similar to our existing clients will find the most value in our services. 

Our typical client is in or near retirement (55+ years old) and is seeking ongoing investment guidance and planning for assets exceeding $500,000. Our clients do NOT want to personally manage investment accounts and appreciate partnering with a professional to manage the process. Designing a prudent investment plan while considering Read more