Our Process

Every good plan begins with a purpose. Our goal is to assemble all of the moving parts of your financial life and then integrate them into a complete financial plan that is grounded with your current objectives, with room for updates and re-evaluations as change occurs in your life or organization. With sophisticated investment planning tools, several decades of strong wealth advisory experience, and access to a tremendous pipeline of professional resources, we will customize investment options that solidly match your requirements.

Our process includes:

  • Understanding your financial objectives for yourself or your organization – We begin with a simple conversation that has you doing most of the talking, answering questions about your objectives and priorities, gaining the personal knowledge we need to start the next step. We recognize the uniqueness of each person’s situation. Square pegs don’t fit in round holes.
  • Developing Strategies – Next we analyze and evaluate the financial and personal information that you have shared to customize a sound strategy that aligns with your objectives.
  • Implementing Options – Strategies dictate selection, from which we can draw from a wide universe of world-class investment products, resources and services. We employ complementary asset classes for our individual/family clients that historically were reserved for Institutions.
  • Providing Timely, Ongoing Service – Things can change, and often do. We strongly recommend semi-annual reviews and that we meet in person at least one of those times to reaffirm that your financial path continues to be the appropriate one for  your goals and objectives.


To help work towards your objectives, we deliver a wide range of financial strategies that complement a complete financial plan:

  • Retirement Planning
  • Investment Strategies Tailored to your Risk Profile
  • Professional Money Management
  • Education Planning
  • Estate Planning
  • 401k, ERISA, 403b Plans
  • Professional Money Management for Endowments & Foundations
  • Investment Policy Statement creation and/or review