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At a glance
220+
Client relationships
Clients in
25 states
98%
Client Retention Rate
$1.51M
Avarage Portfolio UAM
$335+ M
In UAM as of 12/31/2022
Founded
2012
Fee-Based
Our fee structure, based on a percentage of assets managed, allows us to align our clients’ interests with our core business model. This method means, “the more you earn, the more we earn.”
Independent
We have a wide range of investment options to choose from and decisions are based on what is best for each individual client.
Team Approach
We believe our team approach is the most beneficial model for managing our client’s financial security and elevates the client experience. Knowledgeable employees are on your team each with their own specialization: financial planning, investment management, and client service.
Depth of Knowledge
15 advanced credentials and postgraduate degrees held by our team including CFP®, CPA, CFA®, CTFA, CVA®, IACCP®, AIF®, MAcc, MBA
Trust
Our team members work hard everyday to earn our client’s trust and always put their needs first. We are dedicated to helping our clients leverage their wealth to help their family and legacy.
Accountability
Responsibility, ownership for our actions, and the quality of our work make a positive difference in our clients’ financial wellbeing. We take pride in our follow through and attention to detail and aim to be informative, professional, confidential, thorough, and timely.
Fiduciary
As a fiduciary, our responsibility is to act solely in the best interest of each of our clients at all times and to provide ongoing advice and monitoring of accounts.
Multi-Family Office
We serve as CFO for multi-generational clients to ensure they protect their legacies and leave a lasting impact on their loved ones.
Transparent
We thoroughly explain details, educate our clients, and invite them to ask questions.
Team Approach
We believe our team approach is the most beneficial model for managing our client’s financial security and elevates the client experience. Knowledgeable employees are on your team each with their own specialization: financial planning, investment management, and client service.
Technology
Investments in technology allows our clients to become more engaged in the day-to-day performance of their portfolios, provides efficiencies for our team in regard to operations, workflows, and communication. This transparency fosters better collaboration and better solutions.
Strategy
Our commitment to understanding what is most important to our clients and their legacy is paramount. We gather extensive information, focus on each client’s unique circumstances while realizing these needs evolve over time.