We are distinctly different from the majority of firms from which you have to choose for financial guidance.
We serve in a fiduciary capacity. This means that at all times we must place your needs ahead of our own. Unlike most brokerage firms and banks that offer wealth management services, we don’t sell any investment products or insurance products, including annuities and life insurance. This eliminates many conflicts of interest that are commonly found today when seeking financial advice.
We serve a multitude of high net worth clients including physicians, professional athletes, business owners, and family trustees who are faced with the issues inherent to managing multi-generational wealth. In addition to individuals and families, we work with institutional endowments and foundations, corporations, and employee retirement plans.
As an independently owned firm, we have no affiliation with any large conglomerate or parent company. Our focus is on providing customized wealth management services on a highly personalized basis. This enables us to proactively add ongoing value to our clients.
Fee-only structure: Our fee-only (not “fee based”) business model is embraced by savvy investors who understand they should only pay for skilled advice. Since we receive no compensation from brokers, fund managers, insurance companies, or any other source within the investment industry, our loyalty resides where it should—with you, the client.
Credentialed professionals: We work with our clients using a team approach. Our depth of expertise includes numerous Certified Financial PlannerTM certificants, Chartered Financial Analyst® charterholders and Certified Public Accountants, as well as an attorney. You will always have the personal attention of well credentialed and experienced professionals.
Our Unique Process: Our proprietary wealth management process is called “The Independent Wisdom for Wealth® Experience.” The U.S. Patent & Trademark Office has granted Service Mark registration and protection for our process.