Our Wealth Management clients consist of founders, entrepreneurs, and their families.
Will you help me solve any and all financial problems I may encounter?
We function as your personal Chief Financial Officer (CFO), and it’s highly probable that we’ve assisted others in resolving comparable issues, many times over. Examples include business exit strategy, QSBS optimization, tax reduction, estate planning, exit planning for company founders, alternative investments, 401(k) plans, IRS audits, family transitions, disability, real estate, debt management, social security, Medicare, health insurance, family office structure, college funding, gifting, and a wide range of other financial concerns.
What services do you provide?
Our primary areas of focus include proactive and ongoing tax minimization, advanced financial planning, and sophisticated investment management.
How do you help clients implement their financial plans?
We firmly believe that even the best advanced financial plan is of little value until it’s implemented. To help you achieve your goals without feeling stressed or overwhelmed by the noise along the way, we will work together to make the necessary decisions; then, we will take care of the execution.
Are your recommendations truly in my best interest?
As an SEC Registered Investment Advisory firm, we are held to a fiduciary standard, which legally requires us to do what is in our clients’ best interests. This differs drastically from some of our competitors. Our commitment to an honest and ethical culture has allowed us to build deep, trusted relationships with our clients.
What are all the different ways you are compensated?
We are only compensated via one management fee. We believe this allows us to have an unbiased framework to select the best investments for you and to give you advice tailored to your needs, not ours. We believe compensation drives behavior, and the way someone is paid influences the work they do. Many financial firms have complex fee arrangements; we do not.