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Our Approach

The Essence of Who We Are and What We Do Comes to Life Through the Experience We Deliver to Our Clients Every Day.


When you work with us, you can expect that we will be fully devoted to doing what’s best for you - not what’s best for us.

As an independent wealth management firm, we make all of our recommendations based solely on how it best serves your near and long-term goals. That’s why our approach is fundamentally different. By combining emotional and intelligence quotient - EQ and IQ - we can help you build a more secure financial future. Here’s how we do it:

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IQ


Our approach to evidence-based investing starts by identifying your most pressing financial issues and concerns. The investment approach embraces the facts that have come from decades of academic and practitioner research. Nothing we do is based on opinion, hope or hype. Just facts. We’ll help you build a plan to withstand market turbulence to free you to focus on what's most important to you. We’ll help you think through the key decisions that will impact you and your family for years and decades to come helping you create a plan that considers an appropriate investment strategy, risk management, tax minimization, and more.


EQ


We set out to deliver a clearer sense of direction and calm to our clients to help ease the anxieties and worries that can come with money. We’ll help you learn to ignore turbulent markets and rest easier knowing a plan is in place that ultimately accounts for inevitable market uncertainty. We'll help you understand the risks your assets are exposed to and ensure you're only taking on as much risk as you have the ability, willingness and need to do so.