Who do you serve?

We work with people from all walks of life. Whether you are single and starting out, raising a family, a small business owner, or running a large corporation; we can help. At our initial meeting, we will determine whether our services are a good fit for you.

How are you compensated?

We charge a flat fee for financial planning services. Our typical range is $2,500 to $6,000. For investment services, we are a fee based advisory group and charge based on the assets we manage. This allows us to keep the best interest of our clients in mind.

Do you have a minimum investment requirement?

Yes, our minimum client portfolio is $250,000.

How often will we meet?

This depends on your goals and objectives. Initially, we meet with of our clients on a quarterly basis to review their portfolio and financial plan.

How often will you review my portfolio?

Your portfolio is of utmost importance to us, and will be reviewed at least quarterly.