FAQs

DO YOU HAVE AN INVESTMENT MINIMUM?

Yes, $2,000,000. Over time, we have found that our level of expertise, high-touch client service, and solutions provided are best utilized by clients above this asset level.

WHAT MAKES YOU UNIQUE?

• We combine the personal touch and flexibility of a boutique offering with the breadth of resources and access to unique opportunities of large institutions.

• We focus on the quality of our relationships, not the quantity.

• Our team members hold advanced designations to meet the nuanced needs of our clients (CFP, CPWA, RICP, AWMA).

• The cornerstone of our work together is your financial planning. Our unbiased recommendations are rooted in what is most important to you.

HOW DO I GET STARTED?

Schedule a 30-minute consultation with our team to discuss your situation, values, and goals. We’ll answer any questions you have about our firm and our process, and together, we’ll determine if we’d be a good fit.