Where do we add value?
With so many professionals, corporations, and even websites offering investment advice, it’s easy to get confused by the array of services, products, and plans. Prospective clients often ask us, “Where do you add value? What distinguishes you from the pack?” What follows is a brief response designed to assure you that partnering with our firm could be among the wisest decisions you ever make. There are literally hundreds of thousands of people in the field of financial services who act as investment advisors, managing a client’s portfolio for a fee or earning commissions on trades. But we believe we’re different because we can offer sound investment guidance while providing something more—comprehensive wealth management.
Our approach to planning is carefully designed for our clients. Our planning services are as diverse as the clients we serve. Because there is no cookie‑cutter solution when it comes to managing our clients’ financial futures, we stock our shelves with fine financial ingredients and cook up customized solutions for each individual. The cooking analogy aside, we partner with our clients to help make their goals—of preserving their wealth, preparing for tomorrow, and putting it all together—a reality.
Accumulation of assets is just one of several areas that we focus on. We also provide expertise in retirement planning, estate planning, risk management, taxation, business planning, and asset allocation. This commitment to a life planning approach makes financial planning personal and addresses specific individual needs.
We employ a dynamic educational process that allows clients to visualize their personal goals and model the financial consequences of their choices. We rely on sophisticated software to plan and illustrate our strategies. We have partnerships with CPAs, attorneys, and other professionals dedicated to working as a team to meet all aspects of our clients’ needs.
Most important—what separates our firm from the others—are the relationships we develop with our clients. We built our firm based on the fundamental elements of mutual trust, honesty, and respect, which helps us better strive to help make your goals a reality.
While this process typically involves a combination of all three, here is a breakdown of the services we offer. Please click on each to learn more about them. We are not limited to these services, so if you are looking for help with a specific topic or have any questions, click Contact Us with your questions.