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We take the time to listen, ask questions and learn about your financial goals. Helping you meet those goals is our top priority – and we take it seriously.
As an independent fee-only firm, we only answer to our clients. We don’t have proprietary products and our only incentive is to recommend solutions that are exactly right for our clients.
In our role as Investment Advisors, we have a fiduciary duty to our clients. We are legally bound to put your interests first.
As comprehensive wealth managers, we want you to be secure and confident about your entire financial life. With your permission, we can work with your other third-party advisors such as attorneys, bankers, and accountants, to make sure that all aspects of your financial picture are in line with your goals.