Our Approach

1. Your Goals

Retirement • Travel • Starting a Business • Selling a Business • House Remodel • College Education • Weddings • Funding Healthcare • Charitable Giving • Leaving Money to Your Heirs • Going Back to School • Vacation Home • Complex Estate Planning

The first step is for us to listen. Once we understand your goals and assess your starting point, we work together to develop a comprehensive financial life plan.

2. Financial Life Plan Design

Your financial plan serves as a roadmap to help reach your goals. For this roadmap to serve you well, you work closely with your financial advisor to create it. It is a rigorous process that involves imagining not only what you hope to achieve in the future, but what is important to you today. We get into the details! A thorough review of all your accounts and legal documents is just the beginning. We leverage state-of-the-art risk assessment and financial planning tools to build your custom plan.

3. Investing Your Money

Thoughtfulness around how your money is invested effectively ties your goals to your comfort level for taking risk. We approach the investment of your portfolio from multiple viewpoints. We use robust technology tools for on-going portfolio stress testing. Most importantly, we take a disciplined approach to investment management.

4. Let's Talk

One of the greatest reasons to hire a financial advisor is to have a trusted resource you can talk to not just about the stock market or your investment portfolio, but about your life's decisions. Ask our advisors what they enjoy most about their daily work, and you’ll hear “working with my clients.” Financial advisors are drawn to this profession because of their passion for helping people. We've made communicating with your advisors a key priority. Whether it is a customized monthly statement, a video conference in your client portal or scheduling a meeting with your advisor, how you receive information and work with your advisor is tailor-made for you.