We Can Help You At Any Stage Of Life

Fiduciary Services

As an Independent Registered Investment Adviser, we do our job so you can focus on yours. We uphold our fiduciary duty and provide a range of services in our plan:

  • Plan and Monitor Distinct Portfolios
  • Plan Design and Implementation
  • Investment Policy Statement (IPS)
  • Investment Due Diligence: 3(21) and 3(38) advisors
  • Participant Enrollment, Education, and Advisory Services

Investment Management

Studies have found that overall performance of your diversified portfolio depends more on how your investments are allocated than the individual investments.

Our proprietary asset allocation process requires that we work together as a team while organizing and planning your investments. In addition, our collaborative process is specifically designed to provide you with a greater understanding of your portfolio.

Our portfolios are based on:

  • Expenses relative to other investment choices in their categories
  • Performance relative to other choices in their peer categories
  • Stocks/ETF or fund portfolio manager tenure, stewardship, corporate culture
  • Risk taken compared to their peers
  • Other factors

These proprietary model portfolios are:

  • Monitored on a monthly basis
  • Rebalanced on a quarterly basis
  • Reviewed with client on a quarterly basis. We prepare and review quarterly performance reports, advise client with any necessary changes and upload the reports to a client web portal for 24/7 access by client

Investment Approach

Identify your needs and objectives

We develop a customized strategy that considers your time horizon, liq...

Determine an asset allocation strategy

Asset allocation is primarily responsible for variations in any portfo...

Build Your Portfolio

A critical part of enhancing a portfolio’s risk/return profile invol...

Select investment options

Our quantitative screening helps ensure that each asset manager meets ...

Monitor and measure

Long-term investment success demands continuous measurement. We contin...

Are Your Personal Finances Balanced?

Personal financial planning

We can help you organize all the pieces of your financial picture—from your assets to your debts—so you can see where you are now and project where you’ll be in the future. With a financial plan in place, you’ll be better able to focus on your goals and understand what it will take to reach them.

529 College Savings Plan

There’s no getting around it: higher education comes with a high price tag. And it grows 4-7% more expensive each year.

Next to your home, college is the biggest investment most people make. Which means it’s never too early to start saving. The good news is you don’t need a degree in finance to figure out how to pay for your kid’s college education. We can help you understand all your options.

One of the most popular ways to save for college is with a 529 plan. 

529 college savings plans offer a unique combination of features that no other college savings vehicle can match. It has the flexibility of allowing you to either prepay tuition at qualifying universities or invest funds with tax-deferred growth potential for future qualified higher education costs.

Benefit include:

  • Federal tax advantages
  • State tax advantages
  • High contribution limits
  • Unlimited participation
  • Professional money management
  • Flexibility


Ready to Start A Conversation?

Speak with a Consultant today! We can help you.

  • Wealth Management
  • Create a Retirement Plan
  • Education fund planning
  • And other major financial considerations