Investor Solutions

Finding your right advisor means having someone invested in your values, with expertise that will make the difference.  This critical connection will guide your investments to the next level.

Why we’re different – 

• No pre-packaged plans: Every recommendation we make is tailored specifically to your situation and needs.  We don’t put clients into a box or take shortcuts with your plan.

• Fee-only advisor: We take no commissions or extra fees on anything like other planners and advisors. We’ll give you a transparent, upfront, and reasonable price for our comprehensive advice.

• Fiduciary Standard: Everything we do is with your best interest in mind.  We work to build your totally customized plan with you each and every step.

• 24/7 Support: Our main goal is to provide you with what you need at any given time. Our team is dedicated to helping you reach your goals and we are fully engaged with each of our clients.

• You are the Value: We take pride in getting to know our clients, their families and interesting lives. We are committed and dedicated to helping you get where you want to go. 

We work exclusively with one of the largest providers of custody services, mutual funds, and individual investor services in the United States, Fidelity Investments.  We take advantage of their advanced technology, service and support to efficiently manage all aspects of your investments.  In addition, you can to access their platform yourself so you can monitor your investments’ progress  anywhere at anytime.

We work exclusively with the largest and most well known provider of custody services, mutual funds, and individual investor services in the United States.  We take advantage of their premier technology, service and support to efficiently manage all aspects of your investments.  In addition, you can to access their platform yourself so you can monitor your investments’ progress  anywhere at anytime.

When you are a client of ours, you can count on us knowing how to invest your money.   But what can be even more important is a financial advisor who assists with every aspect of your life.  For some clients this may mean a family investment office with high concierge services to assist with complex estates, multiple residences, and your demanding schedules.

We know that life is busy for everyone, so with that in mind, we quarterback all the challenges you have, especially those with complex needs and expectations.  Our services include vetting private equity and real estate transactions, connecting you with high level tax and legal advice, linking to art and design experts, each putting you in an informed position where you don’t have to worry and can focus on being successful. 

With our network of trusted professionals, we offer continuous support and advice regarding our clients estate planning and trusts.  We know that circumstances shift constantly nowadays, so a solid and updated estate plan is is necessary to keep your finances in high order.  Our mission for you is teambuilding trusted professionals who provide all the knowledge and tools available to ensure your wealth is organized and protected for your future generations.

We collaborate with you and trusted independent CPA tax advisors on your estate and tax plan.  Tax considerations can range from simple to the most complex- all are important to us when it comes to your overall financial plan.   We have a fluent understanding of the support you need when creating your own personal plan, mindfully crafting an approach that can minimize tax consequences.  We work to ensure that your success stays your success and that you have 100% cutting edge tax advice.