Our Difference

Clear Values
We value what is right for our clients in everything we do reflecting the golden rule.

Discovery
We lead clients through a thoughtfdl discovery process designed to help us clearly understand what is most important to them.

Envision® Process
Our unique Envision® process creates an effective, easy-to-understand method to help clients create, prioritize and achieve important life goals.

Comprehensive Life Event Services
Our clients have access to a variety of professionals specializing in all areas of their financial life.

Education
We have academic and professional backgrounds in economics and finance and are dedicated to truly educating our clients so they understand our recommendations and supporting analysis.

Research
The advice we provide is specific to each individual client need, and based on objective world class research - not on proprietary products and services.

Risk Management
Our investment planning utilizes a technique that helps us to account for risk with quantitative analysis.

Longevity
With over 50 years of experience, our team provides our clients a mdlti-generational service.

Effective Client Service & Reviews
We provide effective client service and ongoing review which we believe are central to investor success.

Collaboration
We work closely with our client's estate attorneys, CPAs and other professionals which are important to our client’s financial future.