Services

We bring financial balance to your life by delivering wealth management services driven by your core values. From those values come your life goals. Some of those goals may have monetary value attached to them and some may not. On the foundation of those values and goals, we develop investment and wealth preservation strategies based on sound, time-tested economic and investment theory. Every element of your financial picture is identified and incorporated into a comprehensive plan that becomes your roadmap to achieving your life goals.

The Process

We begin by pursuing two parallel activities. The first activity is a more conventional data gathering approach. We inventory your personal assets including your company benefit information. We administer a risk profile analysis to determine your tolerance for investment risk. We develop strategies consistent with your risk profile to make your wealth grow, and protect it from risk.

The second piece of our puzzle is understanding what is important to you about your wealth. This process is equally comprehensive and begins with your core beliefs and attitudes about money. Through a series of carefully guided exercises on money history, core values and beliefs we assist you in arriving at your "Life Intention". A "Life Intention" is the principal that guides you and directs your life. It is the "why" of your existence that brings meaning and purpose to your everyday life. Once your "Life Intention" is uncovered everything else falls into place and you will find that you are able to achieve your financial goals with ease.

 

The Ten Things We Do Differently

We have built our business around 10 things we do for our clients. Some of those things relate to our core values, some relate to services we provide and others answer questions most clients have asked us at one time or another. They are listed in no particular order, but you will quickly recognize the ones that are most important to you.

 

1. Advice

We give advice, and lots of it.  Most investors are overwhelmed with reams of data, charts and news alerts.  With advances in technology, we can help dig them out from information overload.  As the issues become more complicated and the products become more diverse, the demand for advice will continue to grow.  We have found that clients usually have an idea of what they want to do, but they are willing to listen to new ideas and methodology.

2. Performance

Advice is only as good as the investment performance. We help you understand the tradeoffs between risk and reward and help you identify performance and risk levels you can live with. We take great care in guiding our clients to set personal, realistic goals. We have developed solid investment systems and continue to use fundamental analysis, research and performance for each of your investments, watching for pitfalls and opportunities in market trends.

3. Service

We make ourselves accessible and keep the lines of communication open. We pride ourselves on quick response times to client requests and superior quality service in everything aspect of client interaction. We understand that your financial services require personal contact, not computer programs.  Service is what separates us from the 1-800 numbers and what makes us accountable to our clients.

4. Education

We believe that a satisfied client is an educated client.  We strive to keep clients informed about their investments, and updated on the advancement toward their financial goals.  We believe the more you understand your investments, the more comfortable you will be and the more trust you will have in us.  We provide ongoing seminars, workshops, newsletters and individual client sessions to keep clients informed.

5. Financial Planning

After gathering information on the health of your broad financial picture, we’ll provide a distinct comprehensive financial plan.  We work directly with you to help us determine your risk tolerance, investment horizon and financial goals.  We continue to follow your progress toward your goals and the changes that life brings, with regular consultations and updates.

6. Hand Holding

We hold your hand along the way.  Sometimes it’s tough to stick to a long-range plan when all we see is what’s right in front of us. We help our clients to see through the hype of the financial news and not be bothered if their cousin’s friend’s brother mentions over dinner one evening that he has the inside scoop on a hot new money-maker. With our clear and focused financial planning, we help you choose a vision for the future that is designed just for you and then we help you stick to it. 

7. Personal Relationships

We believe the secret to a loyal clientele is to know our clients and what is important to them, not only their investments, but also their lives, their families and their dreams for the future.  We work hard to make sure each family member involved in the investment process is included in every decision that relates to their success.

8. Trust

Clients can purchase most investments virtually anywhere.  There is however, one very unique product that we offer: trust.  We place the highest value on the trust our clients place with us, and we do everything in our power to earn it and safeguard it at all times.  This trust begins to develop on the day of our first consultation and builds each day.  Your trust is our highest compliment.

9. Competitive Pricing

We provide an exceptional value for a fair price.  We believe the balance between fair prices and the highest quality service provides you with the best value.

10. Someone To Talk To

When you aren’t sure how to make a difficult financial decision and you don’t have someone to help you, it can be lonely.  We want to have your confidence so that you will call us when you are at a financial crossroads, no matter what the issue.  If we can help, we will.  If we can’t, we promise to find someone who can.

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