We are a fee-only, fiduciary Registered Investment Advisor. That means we are legally required to put your interests before any others. Our ONLY compensation is from our clients (that means we’re not swayed by commissions or hidden kick-backs from products).
Our relationships start with a “fit” meeting. You get to tell us about you, your history, and what you want for your future - your story.
Once we’ve agreed to move forward, we’ll go over your financial information to get a picture of where you are right now. We’ll then craft a financial plan based on the goals that matter most to you.
We’ll help implement your plan so you can start reaping the emotional and financial rewards of our work together.
We will monitor your progress to ensure your financial life continues to reflect what matters most to you.
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance review
- Cash flow planning
Our Fees
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $500,000 | 1.20% |
| $500,001 - $2,000,000 | 1.00% |
| $2,000,001 - $5,000,000 | 0.85% |
| $5,000,001 - $10,000,000 | 0.80% |
| $10,000,001 and Above | Negotiable |