Our Comprehensive Approach Our Structure Our Investment Strategy
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. By being independently owned, we are able to minimize conflict of interest when advising clients.
We are comprised primarily of former practicing CPAs and attorneys. Our leadership includes two 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 that otherwise would not be able to afford a family office approach.