Families & Individuals
After listening carefully, we create a personalized wealth management plan highlighted by a Wisdom Index®, which provides an objective framework with specific recommendations to help align your priorities with your resources.
Once we decide on the most effective way forward, we help you execute the plan every step of the way. Our job is to help you remain on course, which includes monitoring your plan and portfolio, making adjustments and rebalancing as necessary, thus giving you peace of mind.
Non-Profits and Donor Advised Funds
Our Wisdom Index® has proved incredibly helpful in the non-profit environment where there always seems to be unlimited opportunities competing for limited resources. In this context, the Wisdom Index® provides a framework to make wise decisions in balancing the priorities of operations and cash flow requirements alongside long-term objectives.
We have heard loud and clear that non-profits do not want to be treated as one-size-fits-all. Just like individuals, non-profits have unique missions and priorities that make a customized approach essential.
Trusts and 401K Plan Sponsors
As a Registered Investment Advisor (RIA) we are a fiduciary and thus are uniquely positioned to help trustees and retirement plan sponsors meet their fiduciary obligations. In addition, our entire investment philosophy is tailored to meet the “prudent man” rule which requires avoiding speculative investments through such means as low cost and indexed investment options and broad diversification.
By providing a fiduciary-based service model that focuses on transparency and simplicity, we give trustees and plan sponsors peace of mind that their plan is being managed in the most effective way possible to ensure the best outcomes for plan participants.