Our business was started with you in mind. As a fee-only wealth management firm, we are duty-bound to always act in your best interest. We don’t think of you as just a client. Every member of our team will be well acquainted with your unique situation. So we treat you like one of the family.
“The Delight Factor”
You always get more than you pay for…in service, attention and solutions
Financial Peace of Mind
• We collaborate with you to create and manage a life-long financial plan that is as dynamic as you are
• An evidence-based investment philosophy & strategy built on sound academic principles
• Evidence-based investing means “sleep insurance” for you
o Unparalleled diversification
o Very low costs
o Controlled risk
o Disciplined process
• A trustworthy, focused team
• Access to the resources of world class organizations like Dimensional Fund Advisors (DFA)
Proactive and Focused
• We treat you like you are our only client
• Your wealth is proactively managed
• Our loyalty is exclusively to you and your needs
Your Time is Your Most Valuable Resource –
We Honor It
• One person to call for all of your wealth management needs
• Experts watching over your financial affairs so you have time to invest in your life
• We handle all the details & complexity of account set-up and transfer for you
• Easy to understand reporting
Better Communication
• Our working relationship is tailored to your communication needs and values
• Regular face-to-face meetings – We help you protect and enhance your wealth so you achieve all that is important to you.
