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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
<p>Rebalancing Your Portfolio</p>

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
<p>Jane Bond: Scaling the Ladder</p>

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.