Our Comfortable 4-Step Process is designed to assist clients during all stages of investing.

As a mid-sized private wealth manager, we provide a breadth of financial planning services to clients typically at no cost above our tapering asset-based fees. Allocation decisions are not based on questionnaires or “risk scores” but on your actual goals and timeframes.

Valuable additional offerings include recommendations for employer plans, company stock, benefit elections, estate planning, insurance analysis and charitable strategies.

1 Discovery

  • Your Goals
  • Your Timelines
  • Your Resources

2 Partner

  • Review Your Plan
  • Prioritize Objectives
  • Mutual Commitment

3 Nurture

  • Investments Matching Your Timelines
  • Gradual Implementation
  • In-house Active Management

4 Manage

  • Online Client Dashboard
  • Timely Updates and Trade Rationale
  • Periodic Meetings