PEACE OF MIND. FINANCIAL SECURITY.
Let’s achieve both.
INVESTING WITH PURPOSE
We believe successful planning is a good thing.
Helping clients build customized, broadly diversified portfolios is just the beginning.
_____________________________________________________________________________________________ Which strategy best fits your goals, timeframe and risk tolerance? Our advice is grounded in decades of experience. We offer combinations of investment disciplines as individual as you are, providing thoughtful, caring consultation on: For more, select from top tabs of section.
With you every step.
and most importantly:
Which strategy best fits your goals, timeframe and risk tolerance? Our advice is grounded in decades of experience.
We offer combinations of investment disciplines as individual as you are, providing thoughtful, caring consultation on:
For more, select from top tabs of section.
As your trusted partner
… we keep in mind that your financial needs and goals may evolve. That’s why we make ourselves available for ongoing communication. Accessibility is one of the key strengths of a company like ours. We know and care about each of our clients, and make sure they always feel comfortable to call or drop by our office for an informal chat.
Accounts are held at Charles Schwab and Co. Schwab is one of the largest financial institutions in the world. More importantly their service is exceptional and consistent. They are always on the forefront of technology to improve the customer’s experience.
We have partnered with Advizon, a division of YHLSoft, for integrated account management and reporting that helps us provide clients with in-depth summaries of their investment holdings and returns though a personalized, highly-secure web portal.
Wondering what to expect? (Hint: think informal, friendly and relaxed conversation)
.To have a productive meeting usually requires 45 – 60 minutes.
- We will talk about what you want to talk about. Though we may ask questions, it’s your agenda.
- Our services, if you choose to engage them, are paid for by fees for the assets we manage. These will be clearly explained.
- The snacks and Pete’s Espresso? Those are always on us.
There is no pressure to “do” anything on your part. This meeting is for you to determine if we are a candidate to help you achieve your goals. If so, the next steps are outlined in the “New Clients” section. If not, hopefully the time spent will have been productive.