1701 Hermitage Blvd.
An innovative approach to financial planning and private wealth management.
The Ivory Tower Changes Wall Street
The Financial Literacy Crisis
How Compound Interest Works
Comprehensive Financial Planning - Fee-based advice on every aspect of your financial life. Utilizing the technology of eMoney to review, track and plan based on each client’s unique priorities
Fiduciary Standard of Care - As Investment Advisor Representatives, we adhere to a fiduciary standard of care, with a professional and ethical obligation to put the interests of our clients first
Long-Term Relationships – Serving a limited number of clients so we can provide a high standard of service
Independent Wealth Management – The freedom to create tailored investment portfolios that are fee-based
Coordinating Advisors – Connecting clients with a team of professionals such as an attorney, CPA, insurance agent, etc.
Financial Advisor | Partner
Client Communications | Marketing
What Is Financial Planning?
1. Financial advice that's holistic
2. Turning your values and priorities into next steps
3. Coaching through life's ups and downs
4. Discovering what today's decisions will mean for your future
Jane Bond: Infiltrating the Market
Six Most Overlooked Tax Deductions
A Taxing Story: Capital Gains and Losses