Our Philosophy

We are a comprehensive financial services firm that takes pride in reinventing the way financial services are provided, and a philosophy that doing the right thing for the client is paramount. The value we provide our clients is independent advice, offered through a partnered approach.

We strive to be an alternative to the traditional Wall Street options available to investors. Today, there are more choices available to more investors than ever before. But there are flaws inherent in this system, such as big-name firms that only sell their own big-name products and proprietary research that is influenced by these firms’ business growth goals.

Most of these firms have their own self-interest at heart. We think someone should have yours.

Our Bill of Clients’ Rights

  • You deserve an investment portfolio free of limited choices and hidden costs.
  • You deserve a financial professional who will treat you as a human being, not as a sales quota.
  • You deserve a financial professional who will make your concerns and goals a priority, and invest according to your plans.
  • You deserve a courteous, attentive financial professional who will work for and with you, not around you.
  • You deserve a financial professional who stays updated on the best practices in the growing complexity of financial issues.
  • You deserve the confidence that comes from knowing that your money is working toward your dreams and aspirations.
  • You deserve to have your assets actively managed and monitored.
  • You deserve to be updated regularly about your portfolio’s performance.
  • You deserve prompt and courteous answers to your questions, responses to your requests, and detailed explanations on anything you have concerns about.