When we opened our doors in 1979, we introduced an innovative approach to wealth management to the marketplace: while other investment advisors started with the portfolio, we started with the plan. We employ our SmartAdvice™ Planning process to all aspects of financial planning, analysis, execution, documentation, and on-going communication.
Why start with a SmartAdvice™ Plan?
Because to implement financial solutions intelligently, you need to have the context of a well-designed and personalized plan, tailored to your life situation. Our Trusted Advisors will work with you to evaluate your complete financial picture to gain a deeper understanding of what you need to achieve your life goals.
Our technology will give you a full aggregated picture of all your financial accounts. You and your advisor can access this information to create your plan, and review and adjust as needed throughout your relationship.
The portal also offers anytime access to statements and performance reports.
Start Planning Today
Our relationship with clients involves:
- Providing comprehensive goals-based wealth and life management services
- Serving as our clients’ “go-to” financial advisor, help them manage all aspects of their financial affairs
- Focusing on our core objective of helping clients achieve their life goals while minimizing risk
- Tailoring plans to each client’s individualized circumstances, and leverage an open platform of thoroughly researched, best-in-class investment managers
SmartAdvice™ Planning Process
Where do you stand?
Where do you want to be?
|We’ll evaluate all your assets for a complete and up to date view of your entire financial situation and discuss your life goals.
||We’ll help you project your life goals, whether its planning for retirement, saving for a vacation home, or paying for education.
How will you get there?
|We’ll monitor your progress, so we can proactively remind you of any financial factors that may impact your ability to achieve your goals.
||We’ll work with you to implement strategies, including detailed recommendations and comprehensive reports, that will bring your plan to life.