We Believe:
- A financial plan is essential to successful, real-life outcomes for our clients.
- In asking you lots of questions…and listening intently. Your financial plan should be customized to your family’s values and goals.
- You deserve concierge service. We therefore work with a small, select group of families and do not try to be all things to all people.
- A good financial advisor – client relationship should be built on mutual trust and respect. That will only happen if we get to know each other.
- The key to building long-term, intergenerational wealth through successful investing is helping investors understand, reduce and manage their emotions…especially fear.
- Investor behavior is the single most important factor whether investors reach their financial goals. While investment selection and performance is important, your behavior will more directly determine your ultimate success.
- Whenever possible, all high-severity risks should be transferred to an insurance company.
- Investment decisions are best made within the context of a financial plan — and not in reaction to market movements.
- Nobody can consistently time the investment markets for gain.
- Successful investing requires the correct mental approach — most investors would do well partnering with the right financial advisor who can coach them through the inevitable difficulties presented in investment markets.