"Salesy"
We are here to give you options and great service. You will never feel like you are being sold anything.
Transactional
Many financial advisors run a transactional business. Not us. We believe in building lasting relationships through a unique financial planning experience.
Asset-Gatherers
We are here to give you sound advice. Yes, we manage assets in support of your planning, but we aren't here to open accounts just for the sake of opening accounts. You matter to us and we want to help you succeed.
Set It And Forget It
Ever worked with an advisor before and felt neglected? It happens far too often. We believe in meeting with our clients often to track progress and make changes when necessary.
Speculators
We believe in a long-term approach based on asset allocation and managing behavior when it comes to investing. We are not interested in being speculative or trying to help anyone "get rich quick."
