We are an independent firm utilizing world-class investment research, asset management, asset custody, income planning, banking and wealth transfer services. As an independent firm, we are able to offer the best investment options available for our clients. We are not bound by the potential restrictions of a large firm offering only investments or services directed from a corporate office that may not understand your specific needs or circumstances. Our firm is not trying to be “all things to everybody” but rather we maintain our focus on aspects related specifically to your retirement wealth management.
We are more than a money manager, more than an advisor. You can think of us as a member of your personal board of directors. Our clients charge us with the privilege and responsibility of managing their entire financial strategy. By placing both day-to-day transactions as well as long-term investments in our care, families appoint us to be the stewards of their financial futures trusting in our experience and knowledge.
What’s unique about this? As an independent fee-based advisor we focus on every aspect of personal finance assets, liabilities, income, investments, wealth transfer, tax implications— not just one or two. Why? Because most people don’t have the time or expertise to piece these important segments together. They want to know that every financial tool available is being synchronized to achieve the best results possible. And this is exactly what we do. In short we are,
To schedule a time to discuss your retirement strategy contact us at firstname.lastname@example.org or call us at 520-399-6340 today!