Services
Investment Management
A disciplined, long-term approach to growing your wealth.
Investment Management can be a stand-alone service or a complement to Financial Planning. We are your investment advisor and will work with you to make sure your portfolio is customized to your specific goals. We manage everything from brokerage accounts to 529 plans to 401(k) rollovers to IRAs and more.
Our Investment Philosophy
Long-Term Approach
We stay away from the new "hot" stocks. Slow and steady wins the race.
Tune Out the Noise
We focus on broad economic and corporate developments, not today's headlines.
No Market Timing
We believe dollar cost averaging is the best process for investing.
Low-Cost Index ETFs
Reduce expenses and increase diversification across your portfolio.
Risk Alignment
Your portfolio matches your risk tolerance and goals. No surprises.
Balanced Strategy
Value and growth strategies both have a place in a diversified portfolio.
Fee
Assets Under Management
0.75%
75 basis points, paid quarterly from your portfolio
Example Calculation
We are a fee-only wealth management firm and we will never earn a commission from something we recommend.