Who We Serve
Why
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:
- Create a strategy, not just pick a product
- Reduce stress
- Remove dangerous emotion from your finances
- Take into account more than just rate of return
Who
You won't find some of the typical client requirements here such as minimum investment amounts. We work best with:
- Family or closely held business owners
- Families
- Abundance minded individuals
- Individuals seeking a trusted relationship with their adviser
- Those ready to take their finances seriously
When
There's no better time to hire an adviser than the present. A few triggering events we most commonly see when we engage with a new client are:
- Your responsibilities at work or within your family are increasing
- You’re experiencing high tax liability
- You don’t have clearly defined targets and goals for your money
- You feel unsure of or behind in saving for retirement
- Money causes you stress