2601 Reid Farm Road
As CERTIFIED FINANCIAL PLANNER™ practitioners, our team constructs custom wealth management plans for individuals and families. We believe that managing wealth should be done comprehensively, not in separate pieces, to give you the best opportunity to achieve financial success. We believe that the best investment solution is driven by a well thought out wealth management plan. It is the plan more than the news of the day that should dictate how you invest your money.
Our focus is on providing the right solutions to help our clients meet their objectives. In order to do this successfully, we do not limit ourselves to being just fee-based or just commission-based in the work we do for our clients. We believe that the more tools we have in our toolbox, the better we can serve our clients’ needs. However, the majority of the assets we manage for clients is done on a fee-basis.
Our first priority in developing the right investment strategy is to thoroughly understand our clients’ objectives for income, liquidity, and risk. In essence, we clarify what they want their money to do for them and the people and organizations they care about at the outset because these are the factors that should most influence their investment strategy.
Helping our clients maintain the right long-term plan, and not allowing them to fall victim to the dangerous emotions of fear and greed when making investment decisions is a critical part of their success.
Investment consulting is much more than the following list of services. It is the art and science of skillfully applying these tools to a client’s situation to allow them to achieve “Great outcomes, done well.”
Advanced PlanningAdvanced planning is designed to help individuals and families manage all of the areas that affect their ability to achieve their long-term financial goals.
Relationship ManagementRelationship management is designed to facilitate strong relationships with both our clients and their network of expert professionals to provide the best and most comprehensive wealth management experience.
If you would like to initiate a conversation to get to know us better to evaluate how we can help you, please contact us.