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Wealth Management

We define Wealth Management as:


We believe that financial decisions cannot be made in a vacuum, and only by considering the whole financial life can one prudently plan for the future. This holistic viewpoint is why we address taxes, risk management, and investing in our dynamic financial planning process.


We believe that personal financial planning is just that – personal. Because each client has unique issues and concerns, clients can utilize our services to varying degrees. We work with you to determine which areas are priorities for you and which areas should be priorities in our professional opinion.


As a wealth management client, you will not be limited to scheduled appointments covering designated topics. We work on an open retainer basis - meaning we want you to call us or schedule an appointment any time we can help be a thought-partner.


Most of our clients are within five years of retirement and through a lifetime of saving & investing have built up a nest egg over $1 million. Clients may also be people in the rapid accumulation stage (net worth of 3-7x annual income) of the Financial Lifecycle.

We believe that financial planning is a process,
not an event, and that
things change more than they stay the same.

So you won’t get a big binder with a one-time look at what the next 20 years of your life will look like.

Instead, we practice modular planning, taking one or two areas of your financial life in each meeting, having an in-depth discussion culminating in an action plan to help improve each area. This ‘homework’ is reviewed at each subsequent meeting until complete, resulting in a financial life that is much improved after the initial 6 - 12-month period of our work together.

Then ongoing monitoring keeps you on top of your financial life. It is this results-oriented process that will help you to realize your financial potential.

Are you are ready to start taking action to improve your financial situation?

Schedule a prospective client inquiry phone call to discuss if our approach might be a good fit for your situation.