Advanced Financial Planning

Our approach may be different from experiences you have had with other advisors. We devote time to a discovery process that helps us understand your values, goals, and relationships. We design an investment plan and recommendations based on your unique needs.

One Team Dedicated to You

Our team is built to anticipate your needs. Each client receives a dedicated service team, including:

Wealth Management
Investment Policy Committee
Client Care Specialist

What can you expect?

Our clients receive:

Completely personal financial plans
Custom investment management, including access to our proprietary investments
Access to an expert team of professionals, including insurance pros, CPAs and attorneys
Advanced planning, such as charitable giving, risk management, and wealth transfer strategies
Interesting education and other events
Great technology
Regular progress meetings to review progress on your financial plan convenient for you

Our Expert Team at Your Service

Wealth Management TeamOur clients receive the added value of our expert network. Our team of specialists, including CPAs, estate-planning attorneys, and insurance professionals will review your situation and make suggestions. The plan is a comprehensive evaluation of your wealth transfer and protection, charitable giving needs, and it provides recommendations for moving forward. As part of our regular progress meetings, we will set priorities based on your goals, implement plans, and report progress to you—putting you in the driver’s seat.

Our Wealth Management Process

Wealth Management Process WheelIn the old way of financial planning, clients had to visit with a bunch of different people and then report back to their financial planner. It was a lot of work!

We make it easy with our wealth management process. Our process makes it easy to communicate with a client’s existing expert, like a CPA, attorney, or banker. And, if you want to plug into our expert team, then we’ll provide their initial advice at no additional charge. 

Note, it is incumbent on the client to advise us about financial planning issues, and whether they want to sit down with us and address financial planning matters. We believe financial planning is important and there should be an ongoing review. However, if the client does not take advantage of this offer, then there is no change in our fee schedule.

What We Believe

The right way to invest is to diversify by strategy, remain consistent, and maintain high conviction. We provide our clients access to:

100+ years of combined experience
Stock research lead by a PhD and former Dean of Finance, with a US Patented process
Fixed income, asset allocation and economic research lead by a team of CFAs

Read More

Environment, Social and Governance

Many investors want to “do well and do good” for the environment, for society, and invest in companies that share their beliefs.

Read More

Life Planning

When planning a life, money is integral to almost everything. Our wealth managers have been here before with other folks like you. By talking with one of our experienced guides you can reduce your stress and increase your success.

Read More

Our Process, Our Promise

We are fiduciaries. In other words, we pledge to put your interests first. We promise that no one has a greater interest in your family’s success than our team. If there is a conflict of interest, we’ll tell you what it is. We use clear language and explain your options without sales pressure, allowing you to feel confident in your financial plans.

Read More

Investment Advice Videos

Learn more about how we provide meaningful investment advice to a small number of successful families and businesses.

Read More