Asset Management

When it comes to wealth and asset management, we focus on people, not just portfolios. Our professionals know that financial independence is important to you, your family, and your business, so managing your assets is not about trying to predict the next hot stock pick or buying and selling securities to earn a commission. Individual goals and objectives, risk tolerance, time horizon, tax circumstances and liquidity requirements will dictate how a portfolio should be constructed and what should be included in it. We believe that discipline, independent solutions, and transparent reporting are key factors to success. 

As independent financial professionals, we have access to numerous investment vehicles, including mutual funds, ETFs, and individual stocks and bonds. We also have access to research from leading portfolio and investment consultants to help us stay current with suitable investment recommendations. Our additional licenses allow us to work on a fee-only basis, thus eliminating any conflict of interest that tends to exist with commission-only brokers and advisors.