We’re experts at knowing what you don’t know about protecting your family’s financial future. As fiduciaries of your wealth, our job is to help you mitigate risk and navigate potential roadblocks, so you can live more and worry less.
Managing wealth is not a game of luck or chance, but rather a carefully constructed roadmap for professional investing. While you’re capable of managing your wealth, we can maximize it by creating customized solutions to meet your individual needs. Our goal is to save you time and help you make smarter financial decisions.
Through long-term, collaborative relationships, we help high net worth individuals buy back their time, so the wealth they accumulate becomes a tool for freedom, independence, personal expression, and a life fully lived.
We specialize in providing financial life management to current and future high net worth individuals and their families. Our clients include: professionals, executives, business owners, and other private wealth beneficiaries. The length and quality of our client relationships, our independence and firm longevity, and our experience with first-generation wealth creators and complex family situations, supports our premiere advisor recognition.
What you need from an advisory standpoint changes as your wealth builds and your relationship with money evolves. As thought leaders and experts in the Wealth Life Cycle™, we believe there are three distinct stages that require different approaches and expertise, depending on whether you are creating wealth, managing wealth, or relating to wealth. We help you understand what stage you’re in, customize services appropriate for that stage, and give you the peace of mind that you won’t need to change advisors as you evolve.
Learn more about the Wealth Life Cycle™
We price using a retainer versus traditional assets under management approach because it better aligns services to what you value. No one size fits all here! We invest using a Smart Index™ philosophy that can improve the results when you don’t have the time, knowledge, or inclination to do it yourself. We relate to you through a caring and consultative boutique structure that mandates a very low number of clients for every advisor, which means more time to understand and solve your financial advisory needs.