1. We are a fiduciary—legally bound to put our clients’ interests first—and our focus on personal service helps us meet and exceed this requirement.
2. We are paid exclusively by our clients—known as “fee-based” or “fee-only” compensation—and we don’t receive any commissions on investment transactions, ensuring that our investment advice is unbiased and completely independent.
3. We recommend developing a financial plan for each of our clients, because it’s a proven method for aligning investments with financial and life goals.
4. We draw upon a wealth of investment knowledge and over 14 years of investment advisory experience to help you plan and invest with confidence.
5. We have a strong record of success in helping our clients achieve their financial and life goals.