Our Values and Process

Our job is to understand who you are, and what you want. And then, to put together the best resources and strategies to get you to where you want to be, and to keep you there.

Our independent status enables us to stay away from proprietary products, and work solely for you.

Our clients believe, as we do, that

• successful people are responsible stewards of their money, so that it can work for them as hard as they worked for it.
• it's just as much about managing risk as it is about managing gains.
• life is a long game, and you need to stay the distance in order to achieve your goals.

As a client you will go through a 3 step (ICA) process:

1. Inquire – here we discover your current circumstances, and where you want to go.
2. Create - is where we create a road map that serves as your guide to get you to where you want to go.
3. Adopt - is where we embrace and implement your next steps.

This process is revisited at least annually, and as circumstances dictate.

• Tax efficient investment planning and management
• Impact investing - make your voice heard by avoiding companies that are not consistent with your values
• Direct Investments in Private & Public Companies
  • Private and Public Real Estate Opportunities
  • Tax Advantaged Private Placement Opportunities
• Retirement Income Planning
  • Tax efficient distribution and allocation of assets
  • maximizing Social Security & Medicare
  • Estate Planning
  • Extended healthcare planning

Start by taking a small step:

Schedule 30-minute call (no cost, no obligation). In the meantime you may jump ahead and start to create your personal map (confidential and secure).