How we are different
In our first meeting with a prospective client, they are invariably surprised. The questions asked are designed to help us formulate a financial plan. We believe that we must be prepared for the things that can go terribly wrong, before we plan to reach the goals that they have.
Investment management is a very important part of how we serve our clients. But it is our firm belief that a portfolio is constructed best when it is in service to a financial plan designed to achieve all that is important to you.
We are planning focused. Our portfolio management is in service to a plan. Addressing as many as eight financial planning items, we provide guidance and advice in these areas, seeking to improve the likelihood of achieving your identified goals.