Process

Our disciplined process of planning is designed to lead to elite performance.

In our differentiated approach to managing wealth, we take a clear look at the various criteria that matter to your success. And we simplify the processes and timelines required to deliver results you’re aiming for.

Difference

Our longstanding focus on working with high performing individuals gives us the experience and insight that make a difference in the service you’ll receive from our team.

Our relationships begin with actively listening, as we lean in to truly understand your needs, and then we lock in on the goals that determine your choices and the values that define your life.

We nurture our partnership with you by providing a personal service that is marked by our responsiveness and availability.

To further enhance our offering, we have affiliated with several top-tier partners, including Summit Financial, a leader in the independent wealth industry, who provides access to expanded services and opportunities, advanced technologies and deep resources and support, including Summit’s Professional Strategy Group, an institutional-caliber brain trust of tax, estate, insurance and financial planning experts.

Services

We deliver customized strategies and comprehensive wealth management services to help you achieve what matters most to you, including:

  • Goal articulation
  • Liquidity and credit management
  • Asset management
  • Tax coordination
  • Cash flow monitoring and reporting
  • Asset protection and insurance planning
  • Philanthropic planning
  • Education planning
  • Estate planning

You can expect concierge assistance as part of the personal attention provided when managing the day-to-day responsibilities of your wealth.

As an independent advisory firm, we are free to vet and source solutions from the vast marketplace of financial providers to access the very best resources. We aren’t restricted by limitations, objectives, or off-the-shelf solutions of one particular financial institution. Working on your behalf, we are consumers of “The Street,” which we believe gives our firm an edge. Our fee-only relationship enables us to source the right partners at the lowest cost.

Resources

We excel at integrating any resources that are needed for your comprehensive financial and investment plan.

In addition to affiliating with Summit Financial as our SEC-registered investment adviser and our relationship with Merchant Investment Management for strategic capital solutions, we’re proud to work with Charles Schwab and Fidelity, among the largest and safest custodians in the industry, to safeguard client assets.

We also have an expansive professional network, powered by the decades of relationships our team has built while working with leading private banks and independent advisory firms.

Our connections include attorneys, tax professionals, real estate developers, realtors, insurance experts and other specialists we partner with to deliver holistic solutions tailored to your unique situation.