Our Process, Our Promise

We are fiduciaries. In other words, we pledge to put your interests first.

Our wealth management approach may be different from experiences you have had with other advisors.

Our 5 Meeting Process

Discovery

Focusing on your unique personal plans and what money means to you. We ask questions, listen and learn about your values, goals, relationships and more.

Investment Plan

We deliver a preliminary plan for your investments at the beginning, before we charge a fee.

Mutual Commitment

At this meeting, we confirm our mutual commitment to working together to help you achieve all that is most important to you.

45-day Follow-up

We organize your account paperwork, make sure the online login information is how you like it. We also deliver a family financial album.

Regular Review

We hold regular progress review meetings as often as you would like. We share the advice of our expert network team members with you. We implement different aspects of the advanced financial plan. 

Discovery Meeting

Learn what to expect at our first meeting
We devote time to understanding who you are and what is important to you and your family.
Our clients often say this is the best conversation about money they have ever had

Advanced Financial Planning

Wheel of Wealth Management
that puts you in the driver's seat.
Our process helps all of your experts communicate with each other. You can focus on what means the most to you.
is a lot more than just investment selection.

Our Process, Our Promise

Fiduciary

We are fiduciaries. In other words, we pledge to put your interests first. Outside of your immediate family, 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.

Guide

Having a knowledgeable, fiduciary guide and friend makes all the difference. Our process gives you an advantage as you age, your life changes, and the world around us changes. 

Friend

As we say in Our Values, our work is the mark we leave on the world. Financial planning is important and good and delivers peace of mind not just for our clients, but their families, friends and community.

Talk with an Expert

Our wealth management approach may be different from experiences you have had with other advisors.

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Attend an upcoming event

We offer a broad array of events that broaden our knowledge and experiences.

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Recent Blog Post

Read the Periscope blog to learn what today’s events might mean for our investments and also to gain insight into what we think about financial planning.

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Other Services We Provide

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How can we help?

Chat in-person during regular business hours or fill out the form!