What is Wealth Management?

As no two investors are the same, no two investment strategies should be either.

With our wealth management platform we can combine investment management, financial planning and retirement planning services directly for you…with you. Our mission is to help individuals and families work toward their investment goals through transparent, low-risk and objective-based asset management. We specialize in providing comprehensive investment selection and asset allocation.


The value of having options is important as an independent financial advisor, and because we adhere to a fiduciary standard of care – meaning we are all required to act in your best interests – we seek portfolios with specific investment objectives that may be a match for your investment goals, never relying on a one-size-fits-all investment strategy.


You won’t find convoluted industry jargon or portfolio updates that are few and far between. The transparency provided in our wealth management practice enables you to know how your portfolios are performing at any given time.


There is no distraction by the need to “beat the market” every year. Instead, focus remains on managing risk and volatility to help ensure you are working toward your financial independence. We all adhere to established investment principles through the use of sophisticated investment strategies.


We believe you deserve to know exactly what you’re paying for the advice you receive and that your best interests are always first. Our commitment to maintaining a fiduciary standard of care and providing a high level of transparency through the disclosure of fees, commissions and conflicts of interest makes for a first-class relationship.


We offer access to advanced technology that can help you better understand your financial situation. Risk tolerance software allows you to pinpoint your risk tolerance after answering a series of questions about your investments and risk comfort level. Your risk tolerance number can help you have meaningful conversations about the type of financial strategy you wish to pursue.


Our wealth management platform brings together four components of a financial strategy that normally stand apart: market correlated investments, non-market correlated investments, life insurance and annuities.

This means you can review your investments, life insurance policies, annuities, 401(k) assets and other components of your financial strategy all in one place, giving you a complete look at your financial picture.

This integrated approach not only allows for a variety of recommendations to help meet your needs and objectives, it allows you to clearly see where you are so you can make better decisions that help you get where you want to be.