About Us
FAQs
About Us
Wealth management for clients who require rigorous judgment, not reassurance.
Most advisors optimize for access.
We optimize for judgment when the decisions are hard.
We review capital, complexity, and mutual fit before scheduling a conversation.
NAPLES, FLORIDA · SELECTIVE RELATIONSHIPS
HOW WE WORK
Independent fiduciary advice. Deliberate risk architecture. Applied decision science.
We sit on your side of the table. The work centers on the durability of capital across full market cycles and the quality of decisions that affect it.
Independent Fiduciary Advice
Fee-only. NAPFA-Registered. No product sales, no commissions, no third-party allegiances. Our only obligation is to the clients who entrust us with their capital.
Deliberate Risk Architecture
Asymmetric portfolio construction designed to limit the depth and duration of major drawdowns while preserving the ability to compound. The 40/30/30 framework is applied where capital and complexity warrant it.
Behavioral Decision Science
The largest risks to capital often arise from decisions made under stress. We integrate applied decision science so that structure, not willpower, carries the load when the stakes are highest.
CLIENT RELATIONSHIPS
New relationships begin at $1 million.
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Most new clients bring $2–10 million in investable capital. We accept a limited number of new relationships each year so that existing clients receive the depth of attention their situations require.
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Based in Naples. Working selectively with clients across multiple states.