There are some money managers who rely on exchange-traded funds (ETFs) and mutual funds to build a portfolio, but we do it differently. From the onset of our relationship with you – in the very first conversation we have – we offer a completely customized experience. All of our portfolios of individual companies can be tailored to suit your unique needs, and we can eliminate sectors and/or stocks in all of our portfolios based on your personal preferences.
We take the time to make sure that there is a mutually beneficial relationship between us by allowing you to find out if we’re a good fit for your needs. We’ve seen the most success when working with those who embrace our process, especially when it comes to our Risk Tolerance Profile and the Family Values Assessment.

However, we do understand that most investors are looking for a Process, Philosophy, and People they can relate to at every stage of our ongoing relationship. We believe these three P’s should serve as the foundation for our wealth management practice,, and we are committed to truly listening to the needs and expectations of our clients.

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Our recommendations are clear, we keep your most important information confidential, and we strive to arm you with the confidence to make educated decisions. You can also rest assured that in the wake of any changes to your circumstances or new challenges you may be facing, we will be here to provide you with quick feedback and sound advice. Additionally, we thoroughly enjoy educating the next generation of investors. We view your current wealth with the same level of importance as the legacy you will one day leave.