How We Differ

The all-important question is: "What makes us different?"

Here are some key points that distinguish us from other Financial Professionals...

  • We believe we have the knowledge and experience required to deal with complex financial issues faced by affluent investors.

  • We take the time to get to know our clients. We enjoy building long-term relationships based on full disclosure, and confidentiality.

  • We address many of the key areas that affect our clients' wealth, including tax minimization, estate preservation, asset protection, liability management, wealth accumulation, and charitable giving.

  • We believe we have the discipline required to make rational investment decisions, rather than ones based on emotion and hype.

  • We know our limitations and are not afraid to seek outside assistance when necessary.

  • We are reliable, responsive, and accessible to our clients.