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We seek to minimize unnecessary transfers of wealth for our clients, help them understand how money really works, and how to make theirs work more efficiently for them.
We follow a fiduciary standard, which means we put your interests above our own. No matter what.
If we don’t see how engaging us will be valuable to you, we’ll tell you. Then we’ll tell you if, when, and how engaging us in the future might be.
Financial institutions obfuscate cost and risk to overwhelm consumers and exploit a lack of understanding. We strive to educate our clients and explain everything in plain English.
Our compensation structure is uniquely designed and specifically intended to enable us to provide a scope of advice and service most would never even hear about otherwise. You don’t need a six figure brokerage account to talk with us and we want to hear your story.
We listen to your concerns and goals. We look for unnecessary taxes and fees that you are paying. Then we assess your complete financial picture and offer specific advice to help you understand your options.