We believe people do better financially when working with a fiduciary adviser. In 2019, a whitepaper by Vanguard suggests working with an adviser can boost returns by as much as 3% annually. Regardless of investment performance, working with an adviser helps:
You don't have to be local. We have clients in our town of Auburn, all over the state of California, and all over the country. We facilitate in person meetings at our Auburn office, we visit clients out of town when possible, and we use technology to deeply engage with clients regardless of where they are.