3 Differentiators
Why choose us over another wealth management practice? Because our dedication to our clients is the driving force of our practice.
We believe our most important goal is to protect our clients’ principal. Our investment decision-making is a fact-based process that involves both fundamental research analysis and technical trading analysis to measure risk versus reward. We feel it is just as important to manage risk in a down market as it is to maximize return in an up market. Our portfolio management discretionary trading platform attempts to do just that. We work with you to create a customized portfolio to serve your financial goals and meet your comfort level. Then, we continue to monitor those goals as they evolve, either due to life events or market events. We’re here to help you make the most of what you have worked so hard to earn.
Our team members bring over 120 years of combined experience in the financial services industry. Our founders have worked together as advisors for the past 25 years, and most of our current clients have been with us that entire time, if not longer. Together, we’ve withstood the test of time, even in the most volatile of markets. We have successfully navigated through a variety of market cycles.
We approach each client relationship by providing the highest level of service and finding solutions that are in your best interest. Our commitment to excellent service is a pillar of our business model and a main reason we maintain long-lasting relationships with our clients. We take pride in the fact that most of our existing clients have been with us for over two decades, affirming our role as trusted advisors in their lives.