Comprehensive Wealth Management
We deliver holistic wealth management in a comprehensive, full-service manner that begins with an understanding of your goals, your current financial situation and your ability, willingness and need to take risk. We then create a customized plan that is tailored to your specific situation. As with all things, your financial situation and goals will change over time. And as they do, we will be there to monitor the plan, to make adjustments as needed and to implement any changes.
As Certified Public Accountants and Certified Financial Planner Practitioners, we are able to see beyond investments and advise our clients on all aspects of their financial lives. Our clients are more than figures in a spreadsheet, and we strive to understand their goals and dreams prior to implementing their plan. We understand that without purpose, a plan is nothing more than numbers on a page and ideas lacking authority and direction.
We believe that letting decades of peer-reviewed financial research guide our recommendations is a much better way to invest.
Our investment philosophy is based on over 50 years of peer-reviewed academic research. This Nobel Prize winning research shows us that capital markets are efficient, especially in today’s information age, and that risk and reward go hand in hand. We also focus a great deal of attention on minimizing costs and taxes. As Certified Public Accountants and Certified Financial Planner Practitioners, we are uniquely qualified to manage client portfolios in a low-cost, tax-efficient manner.