In our opinion, we add the most value with our Dynamic Asset Allocation that adjusts the holdings based on the current and upcoming investment environment...a.k.a. #Quads.  We don't like to just Buy-And-Hope, our process was made to help us ACT before we have to REACT!

Other than Investment management, we do strive to find Advanced Planning Solutions that will help you Protect your Assets and Reduce taxes (Legally).

If your needs require outside expertise, we can make introductions to other specialists or work together with your current relationship.  The reason we outsource some of the services we offer is because if we would try to be good at all the services we offer internally, it would be so much harder for us to strive at being GREAT in the areas that require most of our attention!  However, as we embark on this journey together, we work our hardest to OPTIMIZE your FInancial World.

Complete Wealth Management where we help our clients Optimize their Financial World with Investment Mgmt, Advanced Planning by ourselves or via shared relationships based on your needs.

We are a Fee-Only Registered Investment Advisory Firm.  For a majority of our clients we get paid a % based on the assets we manage in their account(s).  However, we do have the ability to enter into a Performance Based Agreement with Qualified Clients (Investable Net Worth of at least $2.2 Million or $1.1 Million under management with Adviser).

That all depends on your answers in the Discovery Meeting.  No client is exactly the same as some wants an update on a monthly basis and others just want a more in-depth review on an annual basis.  

Yes, we are.  That means that the decisions we make are in your (our clients') best interest.