Fee-Only Wealth Management
Live Life By Your Own Design
Let Us Do The Math
Managing Downside Volatility, While Investing For Long-Term Returns
As an independent, "fee-only", privately owned firm, we have the freedom to provide you with unbiased advice and access to the best research, investments and planning services, regardless of source. We have no allegiance whatsoever to any third party including insurance companies, mutual fund companies or other entities. We choose to work in a fiduciary capacity. As fiduciaries, we put your interests first, always.
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Financial Peace of Mind
Fee Only - no commissions, no product sales, experienced unbiased advice
Fiduciary Standard - legally bound to act in your best interests at all times
Full Disclosure - no undisclosed arrangements, no hidden fees, total transparency
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"Diversification only offers a limited amount of protection and is successful approximately just 65% of the time. As a result, it does not protect a portfolio from drawdown during major market events and is successful primarily in normal and low-risk periods."*
* SSGA "Walking The Tightrope: How CIOs are Balancing Upside Participation and Downside Protection, 2015
Managed Volatility Strategies + Holistic Planning =
Preservation of Your Unique Lifestyle
We design custom, stress-tested investment portfolios that can significantly lower your investment risk without sacrificing long-term returns.
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We perform total wealth planning to holistically manage all of the interconnected areas of your financial life, allowing you to adapt more easily to life changes and feel more secure that your goals are on track.
