Our team's investment approach

We offer a plan-based solution that focuses on providing clients with personalized wealth management and retirement plans. We strongly believe in preparing for the future through all life's major events so that clients can continue to live the life they desire to now and well into a comfortable retirement.

 

Selecting strong, reliable businesses, we build diversified portfolios with a long-term perspective under our Portfolio Managed Account (PMA) models.

 

These PMA models allow us to buy and sell in client’s accounts at our discretion, while allowing clients to see a transparent cost.

 

Additionally, we have a multi-disciplinary team of professionals at our firm that are experts in tax and estate planning as well as insurance. We rely on their resources to ensure clients wealth, retirement and estate plans are not only complete, but also valuable.

 

Our Comprehensive Investment Process