Professional, Socially Responsible Portfolio and Financial Management for Individuals and Families

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FINANCIAL SUCCESS often starts with a solid financial plan. A roadmap that guides our investment decisions going forward. As Warren Buffett articulated so succinctly: “You only have to do a very few things right in your life so long as you don’t do too many things wrong.” Having an actionable financial plan increases your chances of making the right financial choices along the way, considering that they are few and very impactful.

OUR APPROACH to financial planning is to build plans that are comprehensive, yet actionable. No one is well served by an 80-page financial plan that is unwieldy. It does not form a good basis for effective decision making. "Simple but not simplistic" is our guiding principle when creating financial plans for our clients. The creation and ongoing review of the plan is a collaborative effort that is tailored to the unique circumstances of each individual client.

INVESTMENT MANAGEMENT is an integral part of our service offering. We provide asset management and serve as the investment advisor to our clients’ portfolios. Offering both planning and asset management allows us to design and implement investment strategies that are customized to our clients’ unique circumstances with maximum efficiency.