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Disciplined Approach to Investing

Independent Wealth Management

We have the freedom to create tailored investment portfolios that are fee-based. This allows us to prioritize the following when constructing accounts: 

Passive investments
Manage expenses to help keep fees low
Tax-management strategies
Broad asset allocation
Risk + objective based
No front-end or back-end load mutual funds

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.

Types of Accounts

Our open-architecture wealth management platform allows us to establish many types of accounts including:

  • Brokerage
  • IRA + Roth IRA
  • Trust + Custodial
  • College Savings Plans
  • Business Accounts
  • Retirement Plans
  • Charitable Giving/Donor Advised Fund
Inflation and the Real Rate of Return

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.