Team

“We look for three things when we hire people. We look for intelligence, we look for initiative or energy, and we look for integrity. And if they don’t have the latter, the first two will kill you…”
-Warren Buffet

As an absolute fiduciary, our team insists on always putting our clients’ interests before our own. We take it so seriously that the first provision in our client wealth management agreement reads “We promise to act as a fiduciary and always put the best interests of our clients first.”

We value someone who brings a core competency to the firm. Whether it’s trust administration, estate planning law, accounting, real estate, qualified plans, or investment credentials – each one of our wealth advisors bring something to the table that adds inherent value for all of our clients.

We insist on initiative and a passion for serving. Another one of our core values is maintaining a relentless focus on delivering results. Our team is committed – they are always ready to roll up their sleeves to consistently deliver creative solutions and peace of mind to our clients.

We are proud of our team, and we encourage you to get to know them by reading their bios below. You’ll learn the strength of our firm is rooted in the breadth and depth of our team’s experience, both in our industry and beyond.

Company

Our firm’s role is to create an individualized investment style, financial plan, and suite of supporting family office services that bring peace of mind to each of our clients. Our core service offering is to ensure that their financial assets are managed with a result in mind. We take the lead in determining what expectations our clients have for their wealth today and into the future.

We start at a high-level by navigating clients through conversations about asset allocation, projected income needs and missing estate planning pieces. Then, we look closer, asking questions like, “What assets do our clients have today? Which of these assets do not make sense given their stated wealth objectives? When was the last time their estate plan was reviewed? What retirement income sources do they expect? When do they wish to retire? What additional services does the client need from us?”

Just like managing the rigging on a sailboat, we make sure we have everything we need, our equipment is in its proper place and we know where we’re headed before we cast off. If we are properly prepared to proceed full sail toward our goals, our clients will have peace of mind, knowing they are heading in the right direction with a crew of seasoned advisors that execute with integrity, teamwork, and a relentless focus on what they have promised.