Why Us
Consultative focus
from a CPA and MBA mindset, planning and consulting first
True Independence
unbiased advice aligned with your interests
A Fiduciary
as an RIA, we are held to a higher standard than the brokerage firms
Transparency
full disclosure of all costs and area of origination
100% Fee-Based
no commissions or incentives to skew allocations
100% Open Architecture
access to best-of-breed 3rd party products from across the universe of financial firms
Low Cost
use of effective, lowest cost investment vehicles
Integration
ability to aggregate portfolios of other advisors into integrated monitoring and oversight
Securely Held Assets
client assets held at third-party custodians such as Charles Schwab & Co.
Extensive Experience
30+ years of global financial, accounting, tax and banking experience