About You


Simplify Your Financial Life, Optimize Your Wealth

Do you have time, interest or expertise to personally manage your investments and financial affairs?

Who does? Your life is busy—and it’s time to simplify it. It’s time to talk with our team.

We are a team of CERTIFIED FINANCIAL PLANNER® practitioners focused on providing a disciplined process to help you optimize your wealth. We work with executives, professionals and families who look for three important factors in a financial planning relationship:

Unbiased Advice – They want independent, objective financial guidance from an experienced professional.

We are not affiliated with, nor do we receive commissions from, any broker dealer, money manager, life insurance company, long-term care company, mortgage company, or any other organization that would compromise our independent, objective financial guidance. Providing independent, objective financial guidance is our primary goal. All advice and decisions are made for the sole benefit of our clients.

Comprehensive Service – The time has come to “outsource” their financial and investment lives, and they want an organization that takes responsibility for planning, implementation and follow-through.

When we say that we become your personal CFO, we mean it. During the first 12-18 months of your relationship with us, we will literally go through your entire financial life. The first step is always to start with the investment design and plan, from which we will create an investment policy statement. Once that is in place, we then prioritize the rest of the steps in our wealth management process.

A Prudent Approach – They take their finances seriously. They are prudent and don’t think investing is a game. They don’t want to gamble with their serious money.

We take our fiduciary responsibility very seriously. “Playing the market” and the concept of “play money” are not built into our philosophy. If you want to gamble, then go to Las Vegas. That’s the place to do it—not with your investments.

“One of the greatest pieces of economic wisdom is to know what you do not know.”
– John Kenneth Galbraith

Sound Like You?