Perhaps our biggest point of distinction is that all our services, strategies, and advice are centered on ensuring that your unique goals, challenges, and opportunities are the driving force behind your financial activities. Otherwise, decisions are too often made without, understanding the “why” behind the wealth:
- How do you feel about your financial circumstances today?
- Where do you hope to end up?
- What are the challenges you face in getting there?
- What are your interests and who are your valued relationships?
We begin by exploring these critical questions with you. Only then do we suggest sensible financial tactics and targeted portfolios to help you make your way toward your life goals. We’ll help you sort through the multiple investment accounts, business interests, and other tangibles you’ve accumulated over the years, align them with your many goals – college funding, retirement, lifestyle and more – and help you make sense of it all. Then we remain in touch with your throughout our relationship to stay current on evolving interests.