Individuals and Families

Our mission is to help you preserve wealth and well-being. Clients come to us with the wealth accumulated over a lifetime. It’s not our goal to make you wealthy, it’s our goal to keep you wealthy. When you work with us you get:

  • An investment policy statement that provides a roadmap for all of us to follow as you strive to achieve your goals
  • A well-diversified portfolio of investments from around the globe
  • Cost savings from access to low-cost investments usually only available to large investors
  • Proactive management of your portfolio so you don’t have to spend your time worrying about your investments
  • Potential tax savings resulting from tax-aware investment strategies
  • Coaching to help you manage the emotional challenges that can result in costly financial mistakes
  • Regular reports and periodic check-ins so that your investments and life circumstances go hand in hand
  • 24/7 access to your accounts through our client portal and the Schwab Advisor Services website

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