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Our Approach

Wealth management on your terms

Our strategy is as unique as your needs.

Discovery Process

We consider an individualized risk profile the cornerstone to our investment process. This serves as both a blueprint and a report card. We start by identifying your goals, values, and concerns. Based on your risk tolerance and existing portfolio, we define key objectives for your investment strategy.

Investment Strategy Development

Our investment philosophy is based on the fundamentals of asset allocation and diversification with a long-term perspective. Our goal is to customize your investment strategy, while balancing the tax consequences of intended sales and updating you as your assets transfer or become available for us to view.

Investment Strategy Execution

Once the strategy has been developed and the assets have successfully transferred we will set up online account access and review all of our available resources with you.

Ongoing Process

We frequently update you on your investment strategy. You will receive a monthly statement from your custodian, as well as a quarterly statement containing market commentary and insights from our team of experts, portfolio performance, and management fees.

Our Promise to You

We are open and honest about all aspects of our relationship, and are not compensated based upon recommended investments. We are aligned with your interests as faithful partners of your wealth. We continually strive to maintain the loyalty, intimacy, and personalization that our clients deserve.


Your assets are safeguarded by an independent third-party custodian and member of the Securities Investor Protection Corporation (SIPC) which protects the securities of its members up to $500,000 (including $250,000 for claims for cash). An explanatory brochure is available on request at Each custodian maintains supplemental coverage exceeding $20 million per account. These policies provide coverage in the event of the insolvency of a member firm and do not protect against loss in market value of the securities in an account.