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Gratitude

A grateful life is a Great, Full Life. We are very thankful for our clients who trust us, our families who support us, and for simply being able to do what we do every day.

Responsibility

We take great pride in a deep sense of Personal Responsibility and doing the right thing. We put others' needs above our own and make sure they have everything they need.

Integrity

Without Integrity, we would not be living up to our fiduciary duty and the standard of care required to nurture the relationships we've built with our clients.

Trust

Trust is the glue of any relationship, especially the ones we have with our clients. As Warren Buffett  famously said, "It takes 20 years to build a reputation, and 5 minutes to ruin it. If you think about that, you'll do things differently."

Our Philosophy

Prudent Investing is based on Principles

The primary purpose of your investment strategy is to make sure that you are maximizing your probability of staying on track over time towards accomplishing your goals. Your money should be invested in a way that sets you up for success - meaning it's in the right places, and it's available when you need it for the things you want most in life for you and your family. 

Every day there are dozens if not hundreds of articles from various publications and financial "pundits" saying different things, giving different opinions, and contradictory market commentary. "The market is overpriced", The market is going to crash", "here are the 5 best stocks to buy now and hold forever". The list goes on and on. It'll make anyone's head spin.

The reality is, there is no such thing as "the perfect investment". If there was, we would know about it and have more money than we knew what to do with! We believe that a prudent investment strategy is based on Four Core Principles:

Diversification

Using multiple funds and ETFs across various asset classes, industry sectors, and geographic locations, we build global portfolios custom-tailored to your values and beliefs.

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Time Horizon & Risk Tolerance

Years of experience have prepared us to guide you through your life transitions.

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Rebalancing & Periodic Review

We'll keep your investments in alignment as market conditions change by periodically rebalancing the portfolio.

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Tax Efficiency

Tax erosion can be an investment killer. Using tax-efficient strategies to safeguard your money from corrosive taxes is key to the overall strategy.

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Financial Freedom is rooted in having choices

Our top priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify and understand all of your goals and your "Why". Then we evaluate your tolerance for risk, and review and discuss solutions that will bring the most value to you, your family, and your future.

Trust - based on open and honest communication - is the cornerstone of proper planning and the glue to a healthy, successful client-advisor relationship. Life is a journey, and we hope you choose us to go on it with you.

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Planning is a Process

Financial planning at its core is a collaborative, evolving discussion between clients and their trusted advisor. We work together to deepen our understanding of your goals and uncover your "Why". This is where we really get to know you so we can properly evaluate and analyze your situation, and come up with an actionable plan. Through our partnership, we'll help you build a financial plan that can adapt to your life's circumstances as they inevitably change, and shine the light on your path towards achieving your goals and dreams. Trust the Process!

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