Wealth Management
Wealth management is more than just picking some stocks and mutual funds. It is a methodical process of building a plan specifically for you and your goals. Working with a true wealth manager should be an ongoing process, updating your investments and plans as your goals and stage in life changes.
We our proud to work with Charles Schwab as our custodian.
Things To Consider When Choosing an Advisor
Importance of Fees
There aren't many thing advisors can truly control, one of them happens to be the fees they charge. We believe the days of the standard "1%" are over. Our fee structures starts at .75% and goes down based on the size of your account. While that reduction may not seem like much, our lower fees will allow more of your money to work for you.
Looking for a flat monthly fee option? We have that too.
Modern Technology
Through our partnerships with eMoney and Charles Schwab, our clients have access to useful, practical and tested technology resources. Not some A.I. chatbot pretending to give advice, an actual person leveraging actual technology to give you insight into your overall financial picture.
Our Availability
Have you ever had an important or complex question and when you went to ask the business your work with, all you get is a chat bot? We hate that too, our promise is no 1-800 numbers and not chat bots.
Our clients have actual human advisors that actually work to understand you and your goals. We meet in-person, over video chat or phone whenever our clients need.
Our Experience
Our advisors have combined over 50 years of experience helping our client manage their assets and reach their financial goals. We have worked through financial markets crisis and booming economies. When choosing an advisor, selecting one that has the experience and knowledge to navigate uncertainty can make all the difference.
Fiduciary Duty
A fiduciary duty is the responsibility of one to put another person's interests above their own. While many advisors claim to have your best interest in mind, our advisors take the fiduciary duty seriously. We pride ourselves on educating our clients on the pros and cons of any investment they make. Even if that means we make less money.