Our Commitment

Philosophy
- Focus our efforts on your overall financial health, offering you confidence and assurance moving forward.
- Serve as your trusted advisor and a confidential sounding board for you and your family.
- Strive to offer independent, thoughtful advice based on your financial needs.
- Continually enhance our knowledge and skills so that we may best meet your needs.
- Ensure that we help you address even the difficult financial decisions for you and your family.
- Craft a comprehensive plan with you aimed at helping meet your unique personal and financial goals.
- Remain disciplined during emotionally turbulent and unsettling economic times.

Financial Planning
- Take a multi-generational approach to accumulating and preserving wealth.
- Help you formalize and commit to your goals through a sound financial strategy.
- Assist in developing a lifetime income plan for you and your family.
- Coordinate with other professionals on your financial team.
Investment Management
- Provide discipline to your investment decision-making through a methodical process.
- Aid in the design and maintenance of a portfolio consistent with your investment values.
- Diversify traditional asset classes with alternative investmentsto help balance risk and return.
- Proactively manage your investment accounts in a tax-sensitive manner.

Risk Management
- Coordinate with your estate planning attorney in an effort to help protect your family and wealth.
- Review and recommend a complete portfolio of insurance vehicles.
- Assist in mitigating your liability exposure through proper risk management planning.
- Analyze Social Security alternatives in an effort to optimize your benefits.
Service Commitment
- Help maintain a standard of care which allows you to focus on the things in life most important to you.
- Respond to your calls and emails in a timely manner.
- Budget sufficient resources toward secure, state-of-the-art technology.
- Keep you abreast of relevant economic and financial issues.
- Maintain a high standard of integrity, knowledge and professionalism.