Frequently Asked Questions
What types of clients do you work with?
We work with high-net-worth individuals, businesses, and institutions that seek customized financial strategies and personalized advisory services. Our goal is to provide sophisticated solutions tailored to the unique needs of each client.
What does it mean that you act as a fiduciary?
Acting as a fiduciary means we are legally obligated to put your interests first, above all else. As an independent, fee-only firm, we provide objective advice free from the conflicts of interest often found with commission-based advisors, ensuring that our recommendations are solely in your best interest.
What can I expect during an initial consultation?
During your initial consultation, we’ll discuss your financial goals, current situation, and any specific concerns you may have. This is a no-pressure, exploratory meeting to determine how we can help you achieve your objectives.
How often will we meet or communicate about my financial plan?
We believe in maintaining regular communication with our clients, with annual reviews and quarterly updates. However, we are always available for additional check-ins or to address any questions as they arise.
Do you offer investment management or financial planning as standalone services?
Yes, we offer both services independently or as part of a comprehensive financial plan. If you’re looking for investment management only or need specific financial planning, we can customize our services to suit your needs.
How do you approach investment management?
Our investment strategy is data-driven and aligned with your unique goals and risk tolerance. We use a combination of advanced analytics and market insights to make informed, objective decisions, aiming to maximize growth and minimize risk.
How secure is my personal and financial information?
We take data security very seriously and use industry-standard encryption and security measures to protect your personal and financial information. Our client portal is designed to provide a secure, convenient way to access your accounts and communicate with us.
What does being 'fee-only' mean for me as a client?
Being fee-only means that our sole source of compensation comes from you, our client. We don’t receive commissions from third parties, so our advice is free from potential conflicts of interest, ensuring that your needs are always our top priority.
Is it ever too late to start investing?
It’s never too late to start investing! Whether you’re planning for retirement, growing your wealth, or working toward other financial goals, there are strategies tailored to meet your needs at any stage in life. The earlier you start, the more you benefit from compounding growth, but even if you’re just getting started now, we can help create an investment strategy that aligns with your goals and timeline.
