Our Difference

  • We are an independent firm – we are not "captive" to any Insurance or investment firm.
  • We have organizational depth in wealth planning, investment and tax expertise, and we effectively integrate this knowledge to provide comprehensive advice.
  • We have the freedom to analyze and consider most solutions offered in the marketplace.
  • We use the purchasing power afforded by our growing client base to seek unique solutions and negotiate the most favorable terms and pricing for all of our clients.
  • Most of our services are fee-based and we provide full disclosure of all fees.
  • We are distinctively qualified and well-equipped to serve as an outsourced investment office, a welcomed solution for clients who do not have the time, expertise, and/or desire to manage the complexity of their financial affairs.
  • Our clients receive the resources and access generally offered by large firms with the personalized attention of a boutique firm.
  • We offer state of the art reporting, the flexibility of multiple custodians, exceptional online planning tools with access to digital vault technology, and bill paying capabilities.