There Are A Lot Of Choices…
Mutual Funds in U.S.
ETFs in U.S.
Pages of U.S. Tax Code.
Who’s Helping You Decide What To Do?
Time for a new way to receive wealth management advice.
Most investors have a “financial advisor” who they call to buy or sell an investment or to rollover their old 401(k). They likely don’t realize that not all advisors are the same.
We’re different. We act with fiduciary responsibility, meaning we put our clients interest before our own (isn’t it sad that it makes us unique in the industry?). We don’t wait for you to call. We proactively monitor our clients entire financial picture and contact them when a change is needed.
It Should Be Simple.
Even though we use complex and sophisticated investments and financial tools, we take the industry jargon and concepts and turn them into simple, everyday English.
There are three simple objectives we have for every client relationship.
It Should Be Comprehensive.
By taking a comprehensive view of our clients financial lives, we are able to do more than just tell them where to invest. We believe that every wealth management relationship should start with a clear picture of where a client stands financially, across the board.
Clients are successful because they do more than just have a consistent return. They understand what they need to do to pursue their goals and we help them stay on track, while working to avoid costly decisions or unnecessary taxes.
It Should Be Transparent.
Once investors understand how many different ways some advisors get paid, they typically love how transparent our fees are.
Unfortunately, the most common way “advisors” work with their clients incentivizes them to use expensive products that aren’t always in the best interest of their clients. We think this is fundamentally wrong and wrong for their clients.
We allow clients to choose how we work together, on a flat annual fee or as a percentage of assets that we manage. It really is that simple.
It Should Be Personal.
Remember, this is YOUR financial well-being, and therefore your advisor should know you personally. You shouldn’t be talking to someone in a call center about one of the most important things in your life.
We know each of our clients, normally just by the sound of their voice, and take pride in knowing both what they are working towards and how they are doing financially. We believe wealth management has more to do with the person and their goals than it does with the numbers.
It Should Be Specialized.
Although most individuals could benefit from working with us, we specialize in helping the following types of clients:
- Pharmaceutical company executives
- Individuals planning to retire within the next five years
- Individuals/families with a net worth over $750,000
- Individuals/families with income over $200,000
- Small business owners providing or looking to provide retirement plans to employees
- Individuals who receive stock options, grants, LTIs or RSUs
- Individuals who have received or will be receiving a large gift from an estate
Get In Touch.