The Four Key Pillars of Our Firm
Our philosophy and approach are based on real outcomes we have seen and achieved for ourselves and our clients.
Standard of Care for every client.
Our 127-point Standard of Care is more than a checklist; it is a culmination of more than 25 years of experience partnering with actual families and small business owners. Every item on the list was created from a real client relationship we had. When you work with us, we leave no stone unturned. Even a seemingly “small” item may end up saving you considerable money or protect you from unforeseen events. A well-coordinated financial program leads to the best outcomes.
The independent difference.
Integrity is our top priority. As independent, fee-based advisors, we provide objective advice that is free from parent company influence. We’re not employees of a financial firm and thus are not pressured by corporate interests to use proprietary products or hit sales “quotas.” And just as you have the opportunity to choose your financial professional, we’ve chosen our own independent partner, Commonwealth Financial Network to provide us with industry-leading resources to directly benefit our clients.