young businessman writing on glass board with marker

What Makes Us Different

We are not just about plans and investments – although we do that well!  We are about something much more than that.  We help manage every aspect of your financial life.  We believe that people with passion can change theirs and their families’ lives for the better. 

We value long term relationships more than short term success.  We operate our business on principles, not transactions.  We’ve been able to build our exceptional clientele by serving clients well enough to earn their trust, their friendship and their referrals.

We speak English.  We bring clarity and understanding to all of your financial questions and concerns.  The more you understand, the less stressful your financial life will be.

We educate.  We help our clients become educated and informed investors.  We never use confusing, complicated jargon.  We believe that education is an important step in creating an action plan that our clients will be comfortable with, and that is designed to meet their personal goals.    We hold frequent education sessions on a variety of topics.

We tell the truth.  Even if it is difficult.   We know that frequent, honest communication builds trust, and that trust is never earned in just one visit.  We are transparent, and make all recommendations in your best interest.  We do what we say we are going to do, when we say we are going to do it.

We are compassionate.
  We care.  For many clients, we’re the first call when there’s a family crisis.  Although we are thorough when it comes to analyzing numbers, we have a gentle touch when it comes to sensitive, confidential and private matters.  We understand these things because we are a family too.

We are your investment behavioral coach.  We manage your plan, your portfolio, and – most importantly – your emotions.   As human beings, we don’t act on what we know, we act on what we feel.  The most successful coaches address the emotions tied to motivation - as much if not more than - the actual skill.  They help you stay focused on your goals!  The most skilled golfer with the best clubs will not be successful unless they understand how emotions affect the outcome of their game.  We make you feel good about your financial life!

We have a sense of humor.  And we are not afraid to use it!  While we take what we do very seriously, we don’t take ourselves too seriously.  We’ve found that the more approachable we are, the more open people are with us, and the more helpful we become.   

We are proactive. We foster open relationships with our clients.  We really do want you to call us with any financial question or concern.  When something is happening in the market, and we think most of our clients will be concerned about it, you will hear from us.  We will call you if and when something is going on that’s important enough to require a decision of some sort.  Since we’ll always be acting on our plan, and never reacting to current events, this will rarely happen.