Founder, CEO/CIO
Our Core Beliefs
Trust
- + Trusted client loyalty with 99% account retention
Zero Conflicts
- + No self-serving products or relationships
- + No proprietary products to promote
- + No business relationships to promote
Transparency
- + Upfront pricing
- + No commissions
- + No hidden fees
- + 3rd Party statements & reporting
- + 24/7 Access with client app & portal
Complex Accountability
- + Accountable to SEC and State Regulators
Definitive Contracts
- + Customizable services
- + Simple, custom contracts on your terms
- + Terminate any time
- + Add or subtract family office services or planning services
REAL FIDUCIARY™ STANDARD
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+ Deliver goals and needs based planning and portfolios
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+ Have the obligation both legally and ethically to place clients’ interests first
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+ Provide fee only advice and treat all clients fairly with cost
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+ Provide full transparency of portfolios and investments
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+ Be conflict free from all banks, trust departments, broker/dealers, insurance companies, and custodians
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+ Do not accept commissions or accept payment for products or shelf space
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+ Revenue comes from clients only
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+ Measure performance using independent third parties
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+ Do not create products to sell or price any public securities
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+ Never hold client assets, securities, or capital
Our Customizable and Exclusive Services
Wealth Management
- + Goals & needs based
- + Custom & flexible solutions
- + Exclusive private investment asset sleeves
- + Innovative portfolio construction
- + Tax-efficient
Business Advisement & Transition
- + Pre & post sale
- + Be attractive and ready
- + Grow your value
- + Efficiently maximize your business harvest
- + Mitigate your risk
- + Transition planning
- + Recapitalization advisement
Family Office
- + Lifestyle
- + Advanced resources
- + Travel
- + Advocacy
- + Wellness
Leadership Team
Latest Blogs & Podcasts
You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are employer-sponsored ones like 401(k)s, 403(b)s, and 457(b)s. These arrangements have higher contribution limits and let employees save for retirement on a post-tax or a tax-deferred basis, which is more typical. However, as individuals move from job to job or employer to employer, they are faced with decisions about what to...
The Coronavirus pandemic has impacted us more than we could ever have imagined in the beginning of 2020. Students and teachers had to quickly transition to online learning. Many people were laid off and furloughed with no financial backup plan. And now we’re facing the tough decision of whether to send our kids back to school in the fall. If you have a child starting or going back to college, there are so many factors...
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Secrets To Making Better Financial Decisions in Uncertain Times
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Secrets To Making Better Financial Decisions in Uncertain Times
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