What Makes us Different
A process focused on you and your goals.
 |
 |
|---|---|
| Leads with our proprietary planning process | Leads with asset management |
| Active communication keeps you informed | Reactive communication keeps you in the dark |
| Boutique operations with a limited set of clients | Larger client set with limited scope of work |
| Products only offered as tailored solutions | Product-oriented sales culture |
| Holistic view of your finances | Narrow view of accounts managed and billed on |
| Focus on progress toward goals | Focus on investment returns |
| Regularly scheduled access to our key people | Limited access with gatekeepers in the way |
Where We Stand in the Evolution of Financial Advice
Stockbrokers taking orders from clients and churning portfolios for commissions
Wrap-Fee Era
Investment advisors gather and assets and focus on constructing discretionary portfolios
Financial Planning Era
Financial planners begin delivering one-time plans and leave implementation to the client
Beyond Planning
Financial advocate: comprehensive and proactive advice, focused on overall financial wellbeing