Our Comprehensive Approach Our Structure Our Investment Strategy
We are completely independent. New clients who come to us are often frustrated with or don’t trust their current advisors because they feel there is a serious conflict of interest. We address those concerns by having no ties to other organizations or companies. We sell no products. This allows us to advise clients objectively and with no ulterior motives.
We are comprised primarily of former practicing CPAs and attorneys. Our leadership includes three former “Big Four” accounting firm executives, an attorney, and an executive from the financial services industry. Although we no longer practice accounting or law, these disciplines enhance our ability to scrutinize investments and coordinate with other professionals servicing our clients.
Similar to a family office for ultra-wealthy families, we take a comprehensive and sophisticated approach to managing our client’s financial affairs. We seek to accomplish the same results as a traditional family office. However, we use a system that makes it economical for families or individuals with a net worth in excess of $10 million.
